Partner Boot Camp - Oracle Fusion HCM Global HR: Extend and Personalize HCM Lesson

Partner Boot Camp – Oracle
Fusion HCM Global HR

Extend and Personalize HCM Lesson
Activity Guide
Release 8
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reserved.
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CONTENTS
Note: Activity Timing ................................................................................ 1
Activity 1 Introduction: Create a Sandbox ................................................... 2
Activity 1: Create a Sandbox ..................................................................... 3
Activity 2: Update the Biographical Information Dialog Box ........................... 5
Activity Introduction: Update a Descriptive Flexfield ..................................... 9
Activity 3: View the Flexfield ................................................................... 10
Activity 4: Update a Descriptive Flexfield .................................................. 12
Activity 5: View Flexfield Changes ............................................................ 14
Activity Introduction: Exit a Sandbox .......................................................... 16
Activity 6: Exit a Sandbox ......................................................................... 17
Activities Introduction: Create a Fast Formula .............................................. 19
Activity 7: Create a Fast Formula ............................................................... 20
Activity 8: Submit the Evaluate Scheduled Event Participation Process ............ 22
i
Partner Boot Camp – Oracle Fusion HCM - Activities Guide
Note: Activity Timing
Approximate Activity Timing: 5 minutes

.
Note: There is no scroll bar when you are looking for your sandbox, so you can only
see the top 5 sandboxes.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Activity 1 Introduction: Create a Sandbox
Background
We will be customizing some page attributes. Following best practices, we will create a
sandbox to test the customizations before adding them to the mainline.
Requirements
 Replace XX with your initials.
 You must have access to Oracle Fusion Application InFusion database or a

comparable training or test instance at your site, on which to complete this
practice.
Activity Scope
1. Create a sandbox, XX_Testing_Sandbox.
2. Set the sandbox as active.
IMPORTANT! The classroom workstations are set up to replicate a real business

environment. Therefore, everyone is completing this course in a shared database; any
changes that you make could affect the entire class. Please do not make any changes
in the database unless instructed to do so in an activity or by the instructor.
2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Activity 1: Create a Sandbox

In this activity, go to the Manage Sandboxes page to create a sandbox for testing
customizations.
Sign in as hcm_implXX, where XX is the number assigned to you by the instructor.
Start Here
Home work area.
1. In the global area Settings and Actions menu, click Manage Sandboxes.
Location: Manage Sandboxes page
2. Click the New icon.
Location: Create Sandbox page
3. In the Sandbox Name field, enter XX_Testing_Sandbox.
4. Click Save and Close.
5. At the Confirmation message, click OK.
Location: Manage Sandboxes page
6. Highlight the XX_Testing_Sandbox row, and click Set as Active.

Approximate Demonstration Timing: 15 minutes

.
Note: While teaching, you may have navigated away from the sandbox. If you have,
complete steps 1 - 4 in the demonstration. If you are still in the sandbox, ignore these
steps.

Activity 2: Update the Biographical Information Dialog

Box
Activity Scope
In this activity, you will customize the Manage Persons page, Biographical
Information region. You do not want to view the Region of Birth field for the site, as it
is not used within your organization.
Activity Steps
Sign in as hcm_implXX, where XX is the number assigned to you by your instructor.
Start Here
Home work area
IMPORTANT! Complete steps 1 - 4 only if you are not in your sandbox.
Information
Ensure you are in the sandbox by viewing the top of the page. You will see your
sandbox name beside Session Sandbox.
In a Sandbox
Not in a Sandbox
1. Click the Settings and Actions menu.
2. Click Manage Sandboxes menu item.
Information
When selecting a sandbox, click in the row, such as in the Description column for
that sandbox, do not click on the sandbox name link.
3. Select XX_Test_Sandbox.
4. Click Set as Active.

5. Click the Navigator menu.
6. Click the Person Management menu item.
Location: Search Person page
7. In the Person Number field, enter 284.
8. Click Search.
9. In the Name field, click Srinivas, Aric hyperlink.
Location: Manage Person page
10. In the global area Settings and Actions menu, click Customize Person
Management Pages.
Location: Customize Person Management Pages window
11. In the Site row, select Edit.
12. Click OK.
Location: Editing Person Management page
13. In the Biographical Information region, on the Person Management page,

click the Region of Birth field.
14. At the Confirm Task Flow Edit window, click Edit.
15. On the Toolbar, click Edit.
Location: Component Properties: Region of Birth window
16. In the Show Component field, click the Edit icon, select Expression Builder.
17. In the Type a value or expression text box, replace the text and enter false.
18. Click OK.
Location: Component Properties: Region of Birth dialog box
19. Click OK.
Location: Editing Person Management page, Manage Customizations region

20. Click Close.
Information
The Region of Birth field in the Biological Information region should not be
displayed.
At this point, you should have customized the Manage Persons page.


.
Note: Since we did not get a chance to stress test this environment, I do not know if all
users deploying the flexfield at once will cause errors, so it is best to stagger the Deploy
Flexfield process. This is in Step 20 in Activity 4,
IMPORTANT: Some testers found that they could not see their flexfield in Activity 5,
until they signed out of the sandbox. In case this issue arises, have the tester sign out
of the sandbox and then re-navigate to the Manage Employment page for Aric Srinivas.

Activity Introduction: Update a Descriptive Flexfield
Background
Add a global segment to the Assignment Attributes (PER_ASG_DF) descriptive flexfield
to enter the company that an employee came from if the company was bought by the
parent organization. This new value will be needed in reports. You will update and
deploy this flexfield to add values to this descriptive flexfields.
Requirements

practice.
Activity Scope
1. Update the PER_ASG_DF flexfield.
2. Deploy the flexfield.
3. View the results of the changes.


Activity 3: View the Flexfield

In this activity, go to the Manage Employment page to view the Assignment
Attributes flexfield.
Start Here
Home work area
4. Click Search.
5. In the Name field, click the Srinivas, Aric hyperlink.
6. In the Tasks pane, under Personal and Employment, click Manage

Employment.
7. On the toolbar, click the Settings and Actions menu.
8. Click Highlight Flexfields.
9. Hover over the i icon for each descriptive flexfield.
10. View the Assignment Attributes descriptive flexfield.

11. Click Done.
12. At the Warning, click Yes.
At this point, you should view the Assignment Attributes flexfield on the Manage
Employment page.

Activity 4: Update a Descriptive Flexfield

In this activity, go to the Manage Descriptive Flexfields page to update contexts and
segments for the PER_ASG_DF flexfield.
Start Here
Home work area
1. Click the Administration menu.
2. Click the Setup and Maintenance menu item.
Location: Overview page
3. Click the All Tasks tab.
4. Expand the Define Flexfields task list.
5. For the Manage Descriptive Flexfields task, click Go to Task.
Location: Manage Descriptive Flexfields page
6. In the Flexfield Code field, enter PER_ASG_DF
7. Click Search
8. In the Search Results table, click Edit.
Location: Edit Descriptive Flexfield: Assignment Attributes page
9. In the Global Segments section, click Create.
Location: Create Segment page
10. In the Name field, enter XX_Bridged Organization.
11. In the Data Type field, select Character.
12. In the Value Set field, search for and select HRX_AE_60_CHAR.

13. Click OK to dismiss the Search and Select window.
Information
In order to use this value in reports select BI enabled.
14. Select BI Enabled.
Location: Edit Descriptive Flexfield: Assignment Attributes page
Location: Manage Descriptive Flexfields page
17. Click Deploy Flexfield.
19. Click Done.
At this point, you should have updated a flexfield.

Activity 5: View Flexfield Changes

In this activity, go to the Manage Employment page to view the changes to the
flexfield.
Start Here
Home work area
4. Click Search.
5. In the Name field, click the Srinivas, Aric hyperlink.
6. In the Tasks pane, under Personal and Employment, click Manage

Employment.
7. On the toolbar, click the Settings and Actions menu.
8. View the XX_Bridged Organization descriptive flexfield.
At this point, you should view the flexfield on the Manage Employment page.


.
Note: You, the instructor, will need to exit the sandbox you are using to demo the
application. Follow the same steps in the activity to exit your sandbox.

Activity Introduction: Exit a Sandbox
Background
We have completed all customizations. At this time, we will exit the sandbox.
Requirements
 Replace XX with your initials or your terminal number as indicated by your

instructor.

practice.
Activity Scope
Exit sandbox, XX_Testing_Sandbox.


Activity 6: Exit a Sandbox

In this activity, go to the Manage Sandboxes page to create a sandbox for testing
customizations.
Start Here
Home work area.
1. In the global area, hover over Session Sandbox:

ApplCoreLongSB_XX_Testing_Sandbox.
2. Click Exit Sandbox.
Location: Exit Sandbox dialog
3. Click Yes.
At this point, you should have exited the sandbox.


.

Activities Introduction: Create a Fast Formula
Background
For US Benefits, most customers provide an Open Enrollment period, whereby the
participant population can make updates to their existing benefits, as well as make new
elections. This Open Enrollment window typically happens in November of each
calendar year, for about 2 weeks. These are future-dated enrollments that take effect
after the current calendar year ends. A life event, such as marriage, divorce, or birth of a
child, will cause an intervening event that may change the open enrollment elections.
Some employees have experienced a life event in November, after their open
enrollment elections were saved. We need to reprocess their open enrollment life
event, so that their changes are picked up.
Requirements

practice.
Activity Scope
1. Effective January 1, 2012, create a person selection fast formula,

XX_BEN_PER_SEL_RULE.
2. Submit the Evaluate Scheduled Event Participation process.
3. Verify the individuals were selected in the process.


Activity 7: Create a Fast Formula

In this activity, go to the Manage Fast Formulas page and create a person selection
formula.
Start Here
Home work area, Welcome tab
1. Click the Settings and Actions menu.
2. Click the Setup and Maintenance menu.
3. Click the Implementation Projects tab.
4. Click XX Workforce Deployment.
Location: Implementation Project: XX Workforce Deployment page
5. Expand the Workforce Deployment task list.
6. Expand the Define Elements, Balances and Formulas task list.
7. For the Manage Fast Formulas task, click Go to Task.
Location: Manage Fast Formulas page
8. Click the Create icon.
Location: Create Fast Formula window
9. In the Formula Name field, enter XX_BEN_PER_SEL_RULE.
10. In the Type field, select Person Selection.
11. In the Description field, enter Select employees based on person numbers.
12. In the Legislative Data Group field, select US LDG.
13. In the Effective Start Date field, enter 01/01/2012.

14. Click Continue.
Location: Create Fast Formula: XX_BEN_PER_SEL_RULE page
15. Enter the following formula details in the Formula Text area:
/* DATABASE ITEM DEFAULTS BEGIN */

DEFAULT for PER_ASG_PERSON_NUMBER IS '-1'
/* DATABASE ITEM DEFAULTS ENDS */
/* FORMULA SECTION BEGIN */

output = 'N'
per_number = PER_ASG_PERSON_NUMBER
if (per_number = '650' OR per_number = '284')

then
(output = 'Y')
return output
/* FORMULA SECTION END */
16. In the Formula Details toolbar, click Save.
17. Click Compile.
18. Click OK.
19. Click Refresh until Compile Status shows successful.
Information
If it has compiled successfully, notice that the Compile Status field has a green
checkmark beside it.
20. Click Done.
Location: Manage Fast Formulas page
21. Click Done.
At this point, you should have created a person selection formula.

Activity 8: Submit the Evaluate Scheduled Event

Participation Process
At this portion of the activity, process the Evaluate Scheduled Event Participation
process for the people with life event changes.
Start Here
Home work area, Welcome tab
1. Click Navigator menu.
2. Under Benefits, click the Evaluation and Reporting menu item..
Location: Evaluation and Reporting work area, Overview page
3. Click the Processes tab.
4. In the Evaluate Scheduled Event Participation row, click Submit.
5. In the Effective Date field, enter 11/01/2013.
6. In the Life Event Occurred Date field, enter 01/01/2014.
7. In the Life Event field, select Open.
8. In the Person Selection Formula field, select XX_BEN_PER_SEL_RULE.
9. Click Submit.
Location: Overview page, Processes tab
11. Scroll down to the Monitor Process Request section.
12. Click Search, until the process has a Status of Completed Successfully.
13. Once Completed Successfully, click the Report icon.
Location: Evaluate Scheduled Event Participation page

14. In the Results section, notice the Persons Selected is 2.
15. Click Done.
At this point, you should have processed the people with life event changes.

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Partner Boot Camp – Oracle

Fusion HCM Global HR

This document contains proprietary information and is protected by copyright and

The information contained in this document is subject to change without notice. If

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using

U.S. GOVERNMENT RIGHTS

Note: Activity Timing

Approximate Activity Timing: 5 minutes

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Activity 1 Introduction: Create a Sandbox

 Replace XX with your initials.

 You must have access to Oracle Fusion Application InFusion database or a

1. Create a sandbox, XX_Testing_Sandbox.

2. Set the sandbox as active.

IMPORTANT! The classroom workstations are set up to replicate a real business

2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Activity 1: Create a Sandbox

Sign in as hcm_implXX, where XX is the number assigned to you by the instructor.

Location: Manage Sandboxes page

2. Click the New icon.

Location: Create Sandbox page

3. In the Sandbox Name field, enter XX_Testing_Sandbox.

4. Click Save and Close.

5. At the Confirmation message, click OK.

Location: Manage Sandboxes page

6. Highlight the XX_Testing_Sandbox row, and click Set as Active.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3

Note: Activity Timing

Approximate Demonstration Timing: 15 minutes

4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Activity 2: Update the Biographical Information Dialog

IMPORTANT! Complete steps 1 - 4 only if you are not in your sandbox.

1. Click the Settings and Actions menu.

2. Click Manage Sandboxes menu item.

4. Click Set as Active.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5

5. Click the Navigator menu.

6. Click the Person Management menu item.

Location: Search Person page

7. In the Person Number field, enter 284.

9. In the Name field, click Srinivas, Aric hyperlink.

Location: Manage Person page

Location: Customize Person Management Pages window

11. In the Site row, select Edit.

12. Click OK.

Location: Editing Person Management page

13. In the Biographical Information region, on the Person Management page,

14. At the Confirm Task Flow Edit window, click Edit.

15. On the Toolbar, click Edit.

Location: Component Properties: Region of Birth window

18. Click OK.

Location: Component Properties: Region of Birth dialog box

19. Click OK.

Location: Editing Person Management page, Manage Customizations region

6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

20. Click Close.

Location: Manage Person page

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7

Note: Activity Timing

Approximate Activity Timing: 20 minutes

8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Activity Introduction: Update a Descriptive Flexfield