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Transcript of Workforce Deployment Student Guide
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Oracle Fusion Workforce
Deployment Implementation:
Global Human Resources
Student Guide Volume I
D75489GC10
Edition 1.0
April 2012
D76753
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Copyright 2012 , Oracle and/or its affiliates. All rights reserved.
Disclaimer
This document contains pr oprietary information and is protected by copyright andother intellectual property laws. You may c opy and p rint this document solely for yourown us e in an Oracle training course. The document may not be modified or alteredin any w ay. E xcept w here your u se constitutes "fair use" under c opyright l aw, y oumay not use, share, download, upload, c opy, pr int, display, perform, reproduce,publish, license, post, transmit, or distribute this document in whole or in part without
the express authorization of Oracle.
The information c ontained i n this document is subject to change without notice. If youfind any problems in the document, please report them in writing to: Oracle University,500 Oracle Parkway, R edwood S hores, California 94065 U SA. This document is notwarranted to be er ror-free.
Restricted Rights Notice
If this documentation i s delivered t o the U nited S tates Government or anyone usingthe documentation on behalf of the U nited S tates G overnment, the following notice i sapplicable:
U.S. GOVERNMENT RIGHTSThe U.S. Governments r ights to use, modify, reproduce, release, perform, display, ordisclose these t raining m aterials are r estricted by the t erms of the applicable Oracle
license agreement and/or t he applicable U.S. Government c ontract.
Trademark Notice
Oracle and J ava are r egistered trademarks of Oracle and/or its affiliates. Other namesmay be t rademarks of their respective owners.
Autho rsAlison Firth
Hema Hardikar
Jyothi Meruva
Megan Wallace
Suzanne Kinkead
Srinivas Vellikad
Te chnical Co nt r i bu tor sand Rev iewe r s
Alanda Orozco
Cindy Frakes
Juliette Fleming
Phyllis Simons
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CONTENTS Lesson 1: Workforce Deployment Course Overview .................... 1
Lesson Objectives ................................................................................... 1
Course Objectives ................................................................................... 2
Course Schedule ...................................................................................... 3
Course Approach ..................................................................................... 4
Hands-On Activities .................................................................................. 5
Oracle Fusion Implementation Resources .................................................... 6
Instructor Demonstration Introduction: Exploring Oracle Fusion Applications Help ............................................................................................................. 7
Instructor Demonstration: Exploring Oracle Fusion Applications Help .............. 8
Oracle Fusion Applications Overview .................................................... 11
Oracle Fusion Applications Terminology Foundation .................................... 12
Home Page ........................................................................................... 13 User Interface Shell ................................................................................ 14
Dashboard ............................................................................................ 15
Worklist ................................................................................................ 17
Navigation ............................................................................................ 18
Work Areas ........................................................................................... 19
Recent Items ......................................................................................... 20
Oracle Fusion Applications Terminology .................................................... 21
Data Sharing ....................................................................................... 22
Business Units ..................................................................................... 23 Effective Dates .................................................................................... 24
Oracle Fusion Deployment Options ........................................................... 25
Workforce Deployment Overview .......................................................... 26
Workforce Deployment ........................................................................... 27
Oracle Fusion Human Capital Management (HCM) Overview ........................ 29
Lesson 2: Getting Started with an Implementation ................... 31
Objectives ............................................................................................. 32
Overview of Getting Started .................................................................. 33
Getting Started Highlights ..................................................................... 36
Lesson 3: Introducing Functional Setup Manager ..................... 37
Objectives ............................................................................................. 37
Lesson Agenda ...................................................................................... 38
Overview of the Functional Setup Manager ........................................... 39
Offerings, Options and Features ............................................................... 40
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Implementation Job Roles ....................................................................... 41
Implementation Task Flow ...................................................................... 43
Functional Setup Manager Terminology ..................................................... 45
Browsing and Configuring Offerings ...................................................... 46
Gathering Implementation Requirements for Offerings ................................ 47
Using the Getting Started Page ................................................................ 49
Viewing FSM Provided Reports and Documents .......................................... 51
Demonstration: Browsing Offerings .......................................................... 52
Configuring Offerings .............................................................................. 54
Overview of Implementation Projects ................................................... 55
Implementation Manager Responsibilities .................................................. 56
Understanding the Implementation Project Page ........................................ 57
Adding Resources to an Implementation Project and Assigning Tasks ........... 59
Viewing Task List and Task Reports .......................................................... 61
Performing Setup Tasks ........................................................................ 63
Performing Setup Tasks Flow ................................................................... 64
Viewing and Performing Assigned Implementation Projects and Tasks .......... 65
Completing Tasks in the Appropriate Sequence .......................................... 66
Creating a Workforce Deployment Implementation Project Activity...... 67
Activity Solution: Creating an Implementation Project ................................ 68
Lesson Highlights .................................................................................. 70
Lesson 4: Defining Common Applications Configuration for HCM71
Importing and Setting Up Geography Reference Data ........................... 71
Objectives ............................................................................................. 71
Address Validation ................................................................................. 72
Geography Model Concepts ..................................................................... 73
Implementation Considerations ................................................................ 74
Geography Structure Tips ....................................................................... 75
Do I Enter Data or Import It? .................................................................. 76
The Manage Geographies Page ................................................................ 77
Sample Data and Procedures on Oracle Support ........................................ 79
File-Based Import Process Overview ......................................................... 80
Analyzing Attribute Mapping .................................................................... 82
Import Steps ......................................................................................... 83
Importing the Geography Structure for a Country ...................................... 85
Activity: Importing Geography Structure for a Country ............................... 87
Activity Solution: Importing Geography Structure for a Country ................... 88
Importing the Geography Hierarchy ......................................................... 91
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Understanding the Geography Hierarchy Data Import File ........................... 92
Activity: Importing Geography Hierarchy Data for a Country ....................... 93
Activity Solution: Importing Geography Hierarchy Data for a Country ........... 94
Setting Up Validation .............................................................................. 98
Activity: Setting Up Validation for the Country You Imported ...................... 100
Activity Solution: Setting Up Validation for the Country You Imported ......... 101
Activity: Verifying Your Geography Import ............................................... 103
Activity Solution: Verifying Your Geography Import ................................... 104
Importing Geography Reference Data Lesson Highlights ............................ 106
Importing and Setting Up Geography Reference Data: Quiz ........................ 107
Quiz 1 ............................................................................................... 107
Quiz 2 ............................................................................................... 108
Quiz 3 ............................................................................................... 109
Quiz 4 ............................................................................................... 110
Quiz 5 ............................................................................................... 111
Quiz 6 ............................................................................................... 112
Quiz 7 ............................................................................................... 113
Define Custom Enterprise Scheduler Jobs ........................................... 114
Objectives ............................................................................................ 115
Manage Job Definitions .......................................................................... 116
Manage List of Values Sources ................................................................ 117
Reference Resources ............................................................................. 118
Highlights ............................................................................................ 119
Define Enterprise Structures ............................................................... 120
Objectives ............................................................................................ 120
Establishing Enterprise Structures Using Enterprise Structures Configurator . 121
Overview ........................................................................................... 121
What is the HCM Configuration Workbench? ........................................... 122
What are the Benefits of Using the HCM Configuration Workbench? ........... 123
Enterprise Structure Components ......................................................... 124
Enterprise and Divisions ...................................................................... 125
Creating Legal Entities Using ESC ......................................................... 127
Enterprise Configuration Using ESC ....................................................... 128
Creating Business Units in ESC: Key Concepts ........................................ 129
Creating Reference Data Sets in ESC ..................................................... 131
Establish Enterprise Structures using ESC Quiz ....................................... 132
Quiz 1 ................................................................................................................. 133
Quiz 2 ................................................................................................................. 134
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Quiz 3 ................................................................................................................. 135
Quiz 4 ................................................................................................................. 136
Activity Introduction: Define the Enterprise Configuration Part 1 ............... 137
Activity: Establishing Enterprise Structures .............................................................. 138
Establishing Enterprise Structures .......................................................................... 140
Establishing Job and Position Structures Using Enterprise Structures Configurator.......................................................................................................... 147
Overview ........................................................................................... 147
ESC Overview .................................................................................... 148
Determine Job and Position Usage ........................................................ 149
Define Additional Job and Position Attributes at Enterprise ....................... 150
Define Contextual Attributes for Jobs and Positions ................................. 152
The ESC Process ................................................................................. 153
Review and Load Configuration ............................................................. 154
Establishing Job and Position Structures Quiz ......................................... 155 Quiz 1 ................................................................................................................. 156
Quiz 2 ................................................................................................................. 157
Quiz 3 ................................................................................................................. 158
Activity Introduction: Define the Enterprise Configuration Part 2 ............... 159
Activity: Defining the Job and Position Structures ..................................................... 159
Defining the Job and Position Structures ................................................................. 160
Activity: Reviewing the Enterprise Configuration ...................................................... 162
Defining Legal Jurisdictions and Legal Authorities for HCM .......................... 163
Legal Jurisdictions Overview ................................................................. 164 Legal Authorities Overview ................................................................... 165
Legislative Data Groups Overview ......................................................... 166
Defining Legal Entities for HCM ............................................................... 168
Legal Entities Overview ....................................................................... 168
Legal Entity Considerations .................................................................. 170
Legal Entity and its Relationship to Divisions .......................................... 171
Legal Entity and its Relationship to Worker Assignments and Legal Employer172
Legal Entity and Payroll Reporting ......................................................... 173
Legal Entity and Legal Reporting Units ................................................... 174 Legal Reporting Units Overview ............................................................ 175
Activity Introduction: Defining a New Legal Entity ................................... 176
Defining a Legal Address ....................................................................................... 179
Defining a Legal Entity .......................................................................................... 180
Define Enterprise Structures Highlights .................................................... 182
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Define Workforce Structures ............................................................... 183
Objectives ............................................................................................ 183
Workforce Structures Task List ............................................................... 184
Defining Enterprise HCM Information ....................................................... 185
Work Day Information ......................................................................... 185
Worker Number Generation .................................................................. 186
Person-Name Languages ..................................................................... 187
Employment Model ............................................................................. 188
Types of Employment Models ................................................................................. 188
Three-Tier Employment Models .............................................................................. 189
Three-Tier Employment Models Explained ................................................................ 191
Three-Tier Employment Model Example ................................................................... 192
Two-Tier Employment Models ................................................................................ 193
Two-Tier Employment Models Explained .................................................................. 194
Two-Tier Employment Model Example ..................................................................... 195
Using the Two-Tier Employment Model .................................................................... 196
Using the Three-Tier Employment Model ................................................................. 197
Employment Terms Override ................................................................................. 198
Defining Enterprise HCM Information Quiz ............................................. 199
Quiz 1 ................................................................................................................. 199
Quiz 2 ................................................................................................................. 200
Quiz 3 ................................................................................................................. 201
Quiz 4 ................................................................................................................. 202
Quiz 5 ................................................................................................................. 203
Quiz 6 ................................................................................................................. 204
Actions and Action Reasons .................................................................... 205
Demo: Creating Actions and Action Reasons ............................................. 206
Defining Locations ................................................................................. 208
Locations ........................................................................................... 208
Demo: Managing Locations .................................................................. 210
Activity: Creating a Location ................................................................ 212
Creating a Location ............................................................................................... 213
Defining HCM Organizations ................................................................... 215
Overview ........................................................................................... 215
HCM Organizations .............................................................................. 216
Multiple Classifications ......................................................................... 217
Review Enterprise Configuration ........................................................... 218
Trees and HCM Trees .......................................................................... 219
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Organization Trees and ESC ................................................................. 220
Defining HCM Organizations Quiz .......................................................... 221
Quiz 1 ................................................................................................................. 222
Quiz 2 ................................................................................................................. 223
Quiz 3 ................................................................................................................. 224
Activity Introduction: Creating Organizations ......................................... 225
Creating a Division ............................................................................................... 226
Creating a Department.......................................................................................... 227
Creating a Business Unit ....................................................................................... 228
Define Workforce Structures Highlights .................................................... 230
Define Grades, Jobs, Positions, and Worker Directory ......................... 231
Objectives ............................................................................................ 231
Grades, Jobs, and Positions Setup and Maintenance .................................. 232
Defining Grades .................................................................................... 234
Grades .............................................................................................. 235
Grade Steps ....................................................................................... 236
Grades and Sets ................................................................................. 237
How Grades Work with Jobs and Positions .............................................. 238
How Grades Work with Assignments and Employment Terms ................... 239
Activity: Creating a Grade .................................................................... 240
Defining Grade Rates ............................................................................. 243
Grade Rate Values .............................................................................. 244
Lookups for Grade Rates ...................................................................... 245
Adding Rates to Grades ....................................................................... 246
Grade Rates Example 1 ....................................................................... 247
Grade Rates Example 2 ....................................................................... 248
How Grades, Rates, Sets, and Legislative Data Groups Work Together ...... 249
How Grades and Grade Rates Work with Compensation and Payroll .......... 251
Activity: Creating a Grade Rate ............................................................ 252
Defining Grade Ladders ......................................................................... 254
Grade Ladders .................................................................................... 255
Ladders with Grades ........................................................................... 256
Ladders with Steps ............................................................................. 257
Activity: Creating a Grade Ladder ......................................................... 258
Examples of Grades, Rates, and Ladders .................................................. 262
Grades with Steps ............................................................................... 263
Grades Without Steps .......................................................................... 264
Grades with Rate Ranges ..................................................................... 266
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Grades with Hourly Amounts ................................................................ 267
Defining Jobs and Job Families................................................................ 268
Lookups for Jobs ................................................................................. 269
Basic Details ...................................................................................... 270
Benchmark and Progression Information ................................................ 271
Grades .............................................................................................. 272
Evaluation Criteria .............................................................................. 273
Job Families ....................................................................................... 274
How Jobs and Positions Work with Profiles ............................................. 275
Activity: Creating a Job ....................................................................... 276
Defining Positions ................................................................................. 279
Lookups for Positions .......................................................................... 280
Positions Example: Retail Industry ........................................................ 281
Position Details ................................................................................... 283
Position Trees ..................................................................................... 284
Activity: Creating a Position ................................................................. 285
Defining Worker Directory ...................................................................... 287
Define Worker Directory Task List ......................................................... 287
Maintaining Person Keywords ............................................................... 288
Person-Record Keyword Searches ......................................................... 289
Date-Effective Keyword Searches.......................................................... 290
Search Relevance Profile Options .......................................................... 291
Quiz .................................................................................................... 292
Quiz 1 ............................................................................................... 293
Quiz 2 ............................................................................................... 294
Quiz 3 ............................................................................................... 295
Activity Introduction: Workforce Structures .............................................. 296
Instructor Demo: Activity Setup ........................................................... 297
Activity Solution: Hiring an Employee to Test the Setup ........................... 298
Define Grades, Jobs, Positions, and Worker Directory Highlights ................. 300
Define Workforce Profiles ................................................................... 301
Objectives ............................................................................................ 301
Profile Management Setup and Maintenance ............................................. 302
Describe Oracle Fusion Profile Management .............................................. 304
Profile Management Terminology .......................................................... 305
Oracle Fusion Profile Management Integrations ...................................... 306
Configure Talent Profile Settings ............................................................. 308
Profile Management Lookups ................................................................ 309
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Profile Management Notifications .......................................................... 311
Profile Management Descriptive Flexfields .............................................. 312
Set Up Talent Profile Content .................................................................. 313
Content Library .................................................................................. 314
Content Types .................................................................................... 315
Free-Form Content Types .................................................................... 317
Content Type Properties ...................................................................... 318
Content Type Relationships .................................................................. 319
Content Subscribers ............................................................................ 320
Demonstration Introduction: Content Types ........................................... 321
Content Items .................................................................................... 322
Demonstration Introduction: Content Items ........................................... 323
Educational Establishments .................................................................. 324
Demonstration Introduction: Educational Establishments ......................... 325
Rating Models..................................................................................... 326
Rating Model Components .................................................................... 327
Rating Models and Model Profiles .......................................................... 328
Demonstration Introduction: Rating Models............................................ 329
Set Up Talent Profiles ............................................................................ 330
Profile Types ...................................................................................... 331
Profile Type Components ..................................................................... 332
Summary Text ................................................................................... 334
Demonstration Introduction: Profile Types ............................................. 335
Instance Qualifier Sets ........................................................................ 336
Settings for Qualifier Sets .................................................................... 337
Demonstration Introduction: Instance Qualifier Sets ............................... 338
Demonstration Introduction: Where Instance Qualifier Sets Are Used ........ 339
Activity Introduction: Creating a New Content Type and Items ................... 340
Creating a New Content Type ............................................................... 343
Creating Content Items ....................................................................... 344
Adding a New Content Type to the Person Profile Type ............................ 346
Example of Adding the Content Section to a Profile ................................. 349
Talent Profile Content Quiz ..................................................................... 351
Quiz 1 ............................................................................................... 352
Quiz 2 ............................................................................................... 353
Quiz 3 ............................................................................................... 354
Quiz 4 ............................................................................................... 355
Quiz 5 ............................................................................................... 356
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Define Workforce Profiles Highlights ........................................................ 357
Define Security for HCM ...................................................................... 358
Objectives ............................................................................................ 358
HCM Security Setup and Maintenance ...................................................... 359
Roles ................................................................................................... 360
Role-Based Access Control ................................................................... 360
Roles Assigned to Users ....................................................................... 362
Role Types ......................................................................................... 363
Abstract Roles .................................................................................... 364
Data Roles ......................................................................................... 365
Job Roles ........................................................................................... 366
Duty Roles ......................................................................................... 368
Data Security ....................................................................................... 370
HCM Security Profiles .......................................................................... 370
Security Profiles in HCM Data Roles ....................................................... 371
Data Role Templates ........................................................................... 373
Predefined Security ............................................................................... 374
The Security Reference Implementation ................................................ 374
Users and Role Provisioning .................................................................... 375
User Accounts .................................................................................... 375
Provisioning Roles to Users .................................................................. 376
Managing Security ................................................................................ 378
Managing Security Using HCM .............................................................. 378
Managing Security Using OIM ............................................................... 379
Managing Security Using APM ............................................................... 380
Quiz: Define Security for HCM ................................................................ 381
Lesson Topic: Quiz 1 ........................................................................... 381
Lesson Topic: Quiz 2 ........................................................................... 382
Lesson Topic: Quiz 3 ........................................................................... 383
Define Security for HCM Highlights .......................................................... 384
Define Data Security for HCM .............................................................. 385
Objectives ............................................................................................ 385
Describe HCM Data Security ................................................................... 386
HCM Secured Objects .......................................................................... 386
Granting Access to HCM Secured Objects ............................................... 387
HCM Security Profiles .......................................................................... 388
HCM Security Profile Types .................................................................. 389
Predefined HCM Security Profi les .......................................................... 390
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HCM Security Profiles Best Practices ...................................................... 391
Manage Organization and Position Security Profiles ................................... 392
Creating Organization Security Profiles .................................................. 392
Organization Security Profiles Key Concepts ........................................... 394
Creating Position Security Profiles ......................................................... 395
Position Security Profiles Key Concepts .................................................. 396
Activity: Creating an Organization Security Profile................................... 397
Activity Solution: Creating an Organization Security Profile ...................... 399
Manage Person and Public Person Security Profiles .................................... 401
Creating Person Security Profiles .......................................................... 401
Person Security Profiles Key Concepts ................................................... 403
Creating Public-Person Security Profiles ................................................. 404
Activity: Creating a Person Security Profile ............................................. 405
Activity Solution: Creating a Person Security Profile ................................ 406
Manage Document Type, LDG, and Country Security Profiles ...................... 407
Creating Document Type Security Profiles .............................................. 407
Document Type Security Profiles Key Concepts ....................................... 408
Managing Legislative Data Group Security Profiles .................................. 409
Managing Country Security Profiles ....................................................... 410
Manage HCM Data Roles ........................................................................ 411
Data Roles Overview ........................................................................... 411
Creating HCM Data Roles ..................................................................... 412
Selecting Security Criteria in an HCM Data Role ...................................... 413
Creating Security Profiles in HCM Data Roles .......................................... 415
Assigning HCM Security Profiles Directly to Job or Abstract Roles .............. 417
Editing HCM Data Roles ....................................................................... 419
Synchronizing HCM Data Roles with Oracle Identity Management ............. 420
Approaches to Creating HCM Data Roles ................................................ 421
Activity: Creating an HCM Data Role ..................................................... 422
Activity Solution: Creating an HCM Data Role ......................................... 424
Describe Role Provisioning ..................................................................... 426
Users and Roles .................................................................................. 426
Provisioning Roles to Users .................................................................. 427
Role Mappings Key Concepts ................................................................ 428
Manage Role Mappings .......................................................................... 430
Provisioning Roles Automatically ........................................................... 430
Activity: Role Mapping to Autoprovision Roles ........................................ 431
Activity Solution: Role Mapping to Autoprovision Roles ............................ 433
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Provisioning Roles Immediately ............................................................ 435
Provisioning Roles to Other Users ......................................................... 436
Activity: Role Mapping to Provision Roles to Other Users .......................... 437
Activity Solution: Role Mapping to Provision Roles to Other Users ............. 439
Requesting Roles ................................................................................ 441
Activity: Role Mapping for Self-Requestable Roles ................................... 442
Activity Solution: Role Mapping for Self-Requestable Roles ...................... 444
Role-Provisioning Strategies ................................................................. 446
Quiz: Define Data Security for HCM ......................................................... 447
Lesson Topic: Quiz 1 ........................................................................... 447
Lesson Topic: Quiz 2 ........................................................................... 448
Lesson Topic: Quiz 3 ........................................................................... 449
Lesson Topic: Quiz 4 ........................................................................... 450
Lesson Topic: Quiz 5 ........................................................................... 451
Lesson Topic: Quiz 6 ........................................................................... 452
Lesson Topic: Quiz 7 ........................................................................... 453
Lesson Topic: Quiz 8 ........................................................................... 454
Define Data Security for HCM Highlights .................................................. 455
Define Approval Management for HCM ................................................ 456
Objectives ............................................................................................ 456
Approval Management Overview ............................................................. 457
HCM Approvals Setup and Maintenance ................................................... 459
Managing Task Configurations for Human Capital Management ................... 460
Event Driven Tab ................................................................................ 461
Data Driven Tab ................................................................................. 464
List Builders ....................................................................................... 466
Maintaining the Manager Hierarchy ......................................................... 467
Participant Actions in the Predefined Approval Policies ............................... 468
Notifications in the Predefined Approval Policies ........................................ 469
Managing Approval Groups ..................................................................... 470
Activity: Reviewing Predefined Approval Policies for a Task ........................ 472
Activity Solution: Reviewing Predefined Approval Policies for a Task ............ 474
Define Approval Management for HCM Highlights ...................................... 477
Lesson 5: Defining Common HCM Configuration ...................... 479
Define Workforce Records ................................................................... 479
Objectives ............................................................................................ 479
Define Workforce Records Task List ......................................................... 480
Defining Availability ............................................................................... 481
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How Worker Availability Is Determined .................................................. 481
Primary Work Schedules ...................................................................... 483
Calendar Events ................................................................................. 485
Calendar Event Categories ................................................................... 486
Demo: Managing Calendar Events ......................................................... 487
Demo: Managing Work Schedules ......................................................... 488
Defining Availability Quiz ..................................................................... 490
Instructor Note: All Quizzes and Answers ................................................................ 490
Quiz 1 ................................................................................................................. 491
Quiz 2 ................................................................................................................. 492
Quiz 3 ................................................................................................................. 493
Quiz 4 ................................................................................................................. 494
Creating and Assigning a Work Schedule Activity .................................... 495
Creating a Calendar Event Category ....................................................................... 496
Creating a Calendar Event ..................................................................................... 496
Creating Shifts ..................................................................................................... 498
Creating a Workday Pattern ................................................................................... 499
Creating a Work Schedule ..................................................................................... 501
Assigning a Work Schedule to a Department ............................................................ 502
Adding an Exception to an Employee Work Schedule ................................................ 503
Defining Person Record Values ................................................................ 506
Define Person Record Values Task List ................................................... 506
Person Types...................................................................................... 507
Person Name Formats ......................................................................... 509
Person Lookups .................................................................................. 511
Defining Employment Record Values........................................................ 512
Define Employment Record Values Task List ........................................... 512
Assignment Statuses ........................................................................... 513
Key Decisions for Enforcing Grades at Assignment Level .......................... 514
Employment Lookups .......................................................................... 515
Defining Documents .............................................................................. 516
Defining Documents Task List ............................................................... 516
Document Types and Categories ........................................................... 517
Demo: Creating a Document Type ........................................................ 518
Defining Workforce Records Quiz ............................................................ 519
Quiz 1 ............................................................................................... 519
Quiz 2 ............................................................................................... 520
Quiz 3 ............................................................................................... 521
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Quiz 4 ............................................................................................... 522
Defining Workforce Records Highlights ..................................................... 523
Define Workforce Business Processes and Events ............................... 524
Objectives ............................................................................................ 524
Define Workforce Business Processes and Events Task List ......................... 525
Defining Checklists ................................................................................ 526
How Can I Create and Track Standard Tasks .......................................... 526
Checklist Template Components ........................................................... 527
Creating a Checklist Template Activity ................................................... 528
Activity Solution: Creating a Checklist Template ....................................................... 530
Checklist Template Allocation ............................................................... 533
Defining Checklists Quiz ...................................................................... 534
Quiz 1 ................................................................................................................. 534
Quiz 2 ................................................................................................................. 535
Quiz 3 ................................................................................................................. 536
Quiz 4 ................................................................................................................. 537
Defining HCM Events ............................................................................. 538
Key Decisions for Events ...................................................................... 538
Key Components of the Event Model ..................................................... 539
Defining Workforce Business Processes and Events Highlights .................... 540
Lesson 6: Define Absences ...................................................... 541
Objectives ........................................................................................... 541
Overview ............................................................................................. 542
Demo: Recording an Absence ................................................................. 542
Instructor Note: Define Absences Task List ............................................... 544
Tasks In the Define Absences Task List .................................................... 545
Absence Types ...................................................................................... 546
Absence Types, Categories, and Reasons ................................................. 547
Defining Absences Overview Quiz ............................................................ 548
Instructor Note: All Quizzes and Answers ............................................... 548
Quiz 1 ............................................................................................... 549
Quiz 2 ............................................................................................... 550
Defining General Absences .................................................................. 551
Absence Lookups .................................................................................. 552
Absence Value Sets and Descriptive Flexfields .......................................... 553
Defining General Absences Quiz .............................................................. 554
Instructor Note: All Quizzes and Answers ............................................... 554
Quiz 1 ............................................................................................... 555
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Key Decisions for Absence Lookups and Flexfields ..................................... 556
Defining Absence Plans ....................................................................... 557
Manage Absence Types .......................................................................... 558
Absence Types and Absence Elements ................................................... 558
Absence Balance Maintenance .............................................................. 560
Absence Recording at Person Or Assignment Level .................................. 561
Absence Duration Calculation ............................................................... 562
Absence Processing in Payroll Runs ....................................................... 564
Absence Entries in Statement of Earnings .............................................. 565
Demo: Managing Absence Elements ...................................................... 566
Demo: Managing Absence Types........................................................... 567
Key Decisions for Absence Types .......................................................... 569
Managing Absence Types Quiz .............................................................. 570
Instructor Note: All Quizzes and Answers ................................................................ 570
Quiz 1 ................................................................................................................. 571
Quiz 2 ................................................................................................................. 572
Quiz 3 ................................................................................................................. 573
Quiz 4 ................................................................................................................. 574
Quiz 5 ................................................................................................................. 575
Creating an Absence Element and Absence Type Activity ......................... 576
Creating an Absence Category and Accrual Category ................................................ 578
Creating an Absence Element ................................................................................ 579
Creating an Absence Type ..................................................................................... 581
Test Your Setup by Recording an Absence ............................................................... 582
Manage Accrual Plans ............................................................................ 584
Key Terminology in Accrual Plans .......................................................... 584
Components That Comprise an Accrual Plan ........................................... 585
Accrual Start Date Rules for New Hires .................................................. 586
Accrual Term Type .............................................................................. 587
Accrual Ineligibility Period .................................................................... 588
Accrual Formulas ................................................................................ 589
Gross Accrual Maintenance .................................................................. 590
Accrual Bands .................................................................................... 591
Net Accrual Calculation ........................................................................ 592
Demo: Managing Accrual Plans ............................................................. 593
Components That an Accrual Plan Generates .......................................... 595
Key Decisions for Accrual Plans............................................................. 596
Managing Accrual Plans Quiz ................................................................ 597
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Instructor Note: All Quizzes and Answers ................................................................ 597
Quiz 1 ................................................................................................................. 599
Quiz 2 ................................................................................................................. 600
Quiz 3 ................................................................................................................. 601
Quiz 4 ................................................................................................................. 602
Quiz 5 ................................................................................................................. 603
Creating an Accrual Plan Activity ........................................................... 604
Creating an Accrual plan ....................................................................................... 605
Test Your Setup by Enrolling an Employee in an Accrual Plan ..................................... 607
Defining Absences Highlights .............................................................. 608
Lesson 7: Appendix ................................................................. 611
Define Help Configuration ................................................................... 612
Objectives ............................................................................................ 613
Set Help Options ................................................................................... 614
Set Help Options Demonstration ........................................................... 615
Assign Help Text Administration Duty ...................................................... 616
Manage Help Security Groups ................................................................. 617
Manage Help Security Groups Demonstration ......................................... 618
Reference Resources ............................................................................. 619
Highlights ............................................................................................ 620
Define Flexfields.................................................................................. 621
Flexfield Concepts ................................................................................. 622
Value Sets ........................................................................................... 626
Descriptive Flexfields ............................................................................. 628
Extensible Flexfields .............................................................................. 629
Extensible Flexfield Example ................................................................ 630
Key Flexfields ....................................................................................... 632
Tips for Managing Key Flexfields ........................................................... 634
Flexfield Implementation Flow ................................................................ 635
Flexfield Reference Resources ................................................................. 637
Define Profile Options ......................................................................... 638
Profile Options ...................................................................................... 639
Profile Option Categories ........................................................................ 640
Profile Option Levels and Values ............................................................. 641
Define Lookups ................................................................................... 643
Key Concepts ....................................................................................... 644
Manage Lookups ................................................................................... 646
Define Document Sequences ............................................................... 647
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Document Sequence.............................................................................. 648
Document Sequence Types .................................................................... 649
Document Sequence Categories .............................................................. 650
Document Sequence Assignment ............................................................ 651
Review Question 1 ................................................................................ 652
Review Question 2 ................................................................................ 653
Review Question 3 ................................................................................ 654
Review Question 4 ................................................................................ 655
Oracle Fusion Reporting and Analytics ................................................ 656
Oracle Fusion Watchlist ....................................................................... 657
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Lesson 1: Workforce Deployment Course Overview
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Lesson 1: Workforce Deployment Course Overview
Lesson Objectives
After completing this lesson, you should be able to:
1. Identify the purpose of this course
2. Describe the course training approach
3. Describe Oracle Fusion Applications
4. Describe Workforce Deployment
5. Describe the Deployment Options for Oracle Fusion Applications
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Course Objectives
After completing this course, you should be able to:
Identify the key concepts of Workforce Deployment that determine asuccessful implementation
Use Oracle Fusion Functional Setup Manager (FSM) to implementWorkforce Deployment
Test your setup by entering data and performing common WorkforceDeployment processes
Set up common HCM components, including geographies, enterprisestructures, workforce structures, and enterprise scheduler jobs
Set up Oracle Fusion Profile Management
Review security reference implementation data for HCM and define datasecurity for HCM
Define approval management
Set up workforce records
Define workforce processes and events
Set up absence types and absence plans
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Course Schedule
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Lesson 1: Workforce Deployment Course Overview
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Course Approach
A lesson in this course will begin with your instructor presenting importantconcepts related to implementing Workforce Deployment. The lesson may alsoinclude one or more of the following activities:
1. Complete an activity by performing a task in FSM
2. Discuss key decisions and best practices
3. Complete quiz or knowledge assessment task
In this course the instructor:
1. Presents introductory concepts
2. Provides assistance when performing implementation tasks
3. Provides review sessions as needed
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Hands-On Activities
To complete hands-on activities in the class, you will perform Workforce Deploymentsetups by working through the steps in the Workforce Deployment configuration task listin FSM.
Functional Setup Manager Implementation Project List
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Oracle Fusion Implementation Resources
Classroom Resources:
Oracle Fusion Workforce Deployment Implementation Student Guide (this guide)
Oracle Fusion Applications Help
Instructor
Other Students
Related Resources:
Getting Started with Oracle Fusion Applications: Oracle Fusion Human CapitalManagement On-Premise Implementations [ID 1395863.1]
Oracle Fusion Workforce Deployment Implementation Guide
Oracle Fusion Applications Information Technology Management, Implement Applications Guide
Recommended Resources:
Oracle Fusion Applications Documentation Information Center [ID 1382875.2]
Oracle Fusion Technology Library on OTN(http://www.oracle.com/technetwork/documentation/index.html#fusion_applications)
Related Oracle University Courses:
This course provides a high-level overview of functionality that is reviewed in greaterdetail in other Oracle University courses:
Oracle Fusion Applications functional training (course titles TBD)
Oracle BI Publisher 11g R1: Fundamentals
Fusion Applications: Extend Applications with ADF
Fusion Applications: Security Fundamentals
Fusion Applications: Install and Configure Identity Management
Fusion Applications: Payroll Implementation (US) or Fusion Applications: HCM:Core HR & Payroll
Note: Flexfields and extensibility will be included in a separate course (course title TBD)
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Lesson 1: Workforce Deployment Course Overview
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Instructor Demonstration Introduction: ExploringOracle Fusion Applications Help
Demonstration Background
You can access all user assistance documentation for Oracle Fusion Applications fromthe application. User assistance includes:
Contextual assistance on applications pages, which you access by hovering overan icon or field, or clicking in a field.
The Oracle Fusion Applications Help Portal, which contains several browsing andsearch tools to assist you in finding relevant topics as well as functional andimplementation guides.
Think of these two approaches to user assistance as embedded learning tools.
Demonstration Scope
Using Oracle Fusion Applications Help, you can find more information about the setuptasks covered in this course.
Go to the Manage Absence Types page and review the contextual help.
On the Manage Absence Types page, click Create to review additional types ofcontextual help.
Identify and use the primary ways to access Oracle Fusion Applications Help.
Use the Search by Functional Setup navigator to find Workforce Deployment.
Search for absences and view the retrieved topics.
Use the Guides link to identify what guides are available.
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Instructor Demonstration: Exploring Oracle FusionApplications Help
Solut ion: Ins t ruc tor Demons t ra t ion: Explor ing Oracle Fus ion Ap pl ica t ions Help
Step Action
1. Start on the Home work area, Welcome tab.
Click the Navigator link.
2. Click the more... >> link.
3. Click the Setup and Maintenance link.
4. Locate the Manage Absence Types task.
Click the Assigned Implementation Tasks tab.
5. Begin by locating your implementation project.
Click the Project list.
6. Click the HCM V1GA Projects list item.
7. Click the Search button.
8. Click in the Task field.
9. Enter the desired information into the Task field. Enter " Manage Absence Types ". 10. Click the Search button.
11. Click the Go to Task button.
12. On the Manage Absence Types task page, click Create
Click the Create button.
13. This type of help provides:
* Brief, contextual help for a page or region
* Links to nonembedded help related to that page or region.
Pointing to a link will provide a brief summary of the topic. Clicking one of the links opensthe topic in Oracle Fusion Applications Help.
Click the Help button.
14. The application displays the topics that are linked to the current page.
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Click the Absence Duration Calculation: Critical Choices link.
15. The Oracle Fusion Applications Help Portal opens, with the topic that you selected.
Close the browser tab to return to the Oracle Fusion Application tab.
16. Click the Close button.
17. This type of help provides a definition of the prompt or label for the user interfacecomponent.
Point to the Allows updates to absence duration link.
18. Point to the Allows recording absences at person level or assignment level link.
19. Return to the Help Portal to explore more search options for help topics.
Click the Absence Duration Calculation: Critical Choices tab.
20. The Oracle Fusion Applications Help Portal appears.
You can review the current topic, and if this topic doesn't answer your question, you canclick the Search tab to search for more topics.
21. Click the Search tab.
22. The Oracle Fusion Applications Help Portal displays all of the topics related to the Define Absences group of tasks.
23. In Oracle Fusion Applications Help, you can read more about the setup tasks covered inthis course.
There are several Search by ... navigator panels. In this course we are most interested inthe Search by Functional Setup navigator.
Click the Show this panel link.
24. Click the Offerings link.
25. Click the Workforce Deployment link.
26. Click in the Search field.
27. You can narrow your search using keywords.
Enter the desired information into the field. Enter " absences ".
28. Click the Search button.
29. All topics that have the word "absences" in them are displayed.
30. You can also find guides in the Oracle Fusion Applications Help Portal.
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Click the All link.
31. Click the Guides link.
32. Click the Workforce Deployment link.
33. All guides for the Workforce Deployment offering are displayed.
34. You can return to the application page by selecting the tab for the page.
Click the Overview - Setup and Maintenance - Oracle Applications tab.
35. Contextual page-level and Oracle Fusion Applications Help user assistance supports yourlearning, and is never more than a few clicks away!
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Oracle Fusion Applications Overview
Designed from the ground up, using the latest technology advances and incorporating
best practices gathered from thousands of customers, Oracle Fusion Applications arecompletely open, service-enabled enterprise applications. Oracle Fusion Applicationsalso feature best-in-class user-interface designs and workflows that optimize usabilityand deliver business value.
Oracle Fusion Applications
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Oracle Fusion Applications Terminology Foundation
This section discusses the following terms and concepts within Oracle Fusion Applications:
Home Page
User interface shell
Dashboards
Worklist
Navigation
Work areas Recent items
Oracle Fusion Applications terminology
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Home Page
All functionality revolves around the Oracle Fusion Applications Home Page:
Oracle Fusion Applications Home Page
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User Interface Shell Each page can be divided up into components. The instructor will refer to these areaswhen navigating within a page.
This is an example of the main components in the Oracle Fusion interface:
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Dashboard Oracle Fusion dashboards provide the following:
Information summaries: view of the big picture as well as prioritization
Information monitoring: quick action and further exploration
The main dashboard within Oracle Fusion is the Welcome dashboard, or Fusion Home,which is a collection of dashboards. In addition to Fusion Home, two other types areavailable:
Transaction dashboards: contain content that is core to one or more business
processes Business intelligence (BI) Dashboards: contain content that is complimentary to
one or more business processes
This is an example of the Human Resources dashboard, which is a transactiondashboard:
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Worklist
The Worklist is a list of all currently open tasks for a given user across all Oracle FusionWorklist servers. The tasks are
system-generated human tasks managed by BPEL / Human Tasks workflows.
Example of a Worklist
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Navigation During an implementation, you will use the Functional Setup Manager (FSM) to accessimplementation tasks. You can access the FSM using the following methods:
From the Administration menu, select Setup and Maintenance
From the Navigator menu, select the more... link, then Tools, and then Setupand Maintenance
Within the Setup and Maintenance work area, use one of the following methods tosearch for the implementation task you want to perform:
Enter the task name in the Name field in the Search: Tasks pane
Search for the task on the Assigned Implementation tasks tab Search for the task on the All Tasks tab
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Work Areas A work area is a grouping of similar tasks. For example, the Workforce Structures workarea includes tasks for creating and managing departments, jobs, and other workforce
structures.
Navigator menu>Workforce Structures
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Recent Items The Recent Items menu enables users to return to flows that have been recentlyaccessed, usually within, but not limited to, a single session.
Recent Items menu
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Oracle Fusion Applications Terminology This topic discusses the following Oracle Fusion Applications terminology:
Data sharing
Business units
Effective dates
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Data Sharing You can set up data sharing across your organization using sets. Sets are:
Used for partitioning reference data into smaller portions, or sets Can be assigned to different business units (organizations within your enterprise)
Also known as Reference Data Set
The Oracle Fusion HCM objects that are set enabled are:
Departments
Locations
Jobs
Grades
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Business Units Business Units:
1. Offer your organization a flexible structuring device through which you canimplement Oracle Fusion HCM, based on how your business is organized
2. Are always associated with a SetID, which determines values in control tables towhich a business unit has access
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Effective Dates Effective dates:
Enable the system to maintain history on data Specify when data goes into effect
Ensure that data is valid at a given point of time
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Oracle Fusion Deployment Options Depending on the needs of your enterprise, you can select one of several deploymentoptions.
This figure illustrates the various deployment options:
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Workforce Deployment Overview
This section provides a high-level introduction to Workforce Deployment:
1. Integrations of Workforce Deployment with other applications that youneed to consider during implementation.
2. Activities in the Workforce Deployment business processes that can beperformed when the setup is complete.
3. Any "Big Picture" key concepts that must be considered before you begin.
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Workforce Deployment
The workforce deployment business process area enables you to align resources andpeople with business objectives, and enter and maintain information related to people,
employment, and work structures. The process also includes full service payrollofferings for core payroll and localizations, which is covered in a separate course.
Define Common Applications Configuration
These lessons enable you to learn how to set up definitions used across offerings,typically applying to multiple products and product families.
Define Common HCM Configuration
In these lessons, you will learn how to set up objects that apply to multiple productswithin the HCM product family. These include workforce records, such as person recordvalues, employment record values, documents, and availability. The lesson also coversinformation on checklists and events.
Define Absences
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This lesson covers tasks that enable you to manage the definitions required forrecording and processing absences, accrual plans, and entitlement plans.
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Oracle Fusion Human Capital Management (HCM)Overview Oracle Fusion Human Capital Management covers the three primary businessprocesses of managing human capital.
This course focuses on the Global Human Resources area of the WorkforceDeployment business process.
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Lesson 2: Getting Started with an Implementation
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Lesson 2: Getting Started with an Implementation
This lesson introduces the initial activities in an Oracle Fusion Applicationsimplementation:
1. Preparing Oracle Fusion Applications for: - User management - Configuration - Role management
2. Synchronizing users and roles in the Lightweight Directory Access Protocol(LDAP) with Oracle Fusion Human Capital Management (HCM)
3. Creating implementation users
_______________________________________________________
NOTE: These steps are performed after installation and provisioning, and before settingup enterprise structures and implementing projects. Between preparing users andsynchronizing users and roles from LDAP, your enterprise needs to configure offeringsand set up task lists. Between synchronizing users and roles from LDAP and setting upenterprise structures, your enterprise needs to create initial implementation users.
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Lesson 2: Getting Started with an Implementation
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Objectives
After completing this lesson, you should be able to anticipate actions required beforebeginning an implementation by understanding what is involved in:
Setting up implementation users - Preparing the Oracle Fusion Applications super user for user management andconfiguration - Preparing the IT Security Manager job role for user and role management
Defining implementation users
This lesson does not cover:
Generating a functional setup task list before implementing users
Defining users after setting up basic enterprise structure
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Lesson 2: Getting Started with an Implementation
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Overview of Getting Started
In Oracle Fusion Applications, you manage users and security through Oracle FusionHuman Capital Management (HCM) user management flows, which are included ineach of the offering task lists. However, the HCM task flows require that enterprisestructures have been set up, and yet to add users who can set up enterprise structuresyou need to have set up HCM. Therefore, you need to create one or more initialimplementation users who have the access needed for.
Implementation project management
Initial enterprise structures management
User management
For a standard, full implementation of Oracle Fusion Applications, the initial activitiesare as follows:
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Lesson 2: Getting Started with an Implementation
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1. The Oracle Identity Management System Administrator user prepares the OracleFusion Applications super user for user management and configuration tasks.
2. The Oracle Identity Management System Administrator user provisions the ITSecurity Manager job role with roles for user and role management.
3. The Oracle Fusion Applications super user synchronizes LDAP users with HCMuser management so that users can be provisioned with roles through HCM.
4. The Oracle Fusion Applications super user signs in to Oracle Fusion Applicationsand performs the Create Implementation Users task to create one or more ITsecurity manager and administrator users provisioned with securityadministrative entitlement.
5. The newly created IT Security Manager user signs in to Oracle Fusion Applications and performs the Create Implementation Users task to createimplementation project managers .
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6. The newly created IT Security Manager user signs in to Oracle Fusion Applications and performs the Create Implementation Users task to create usersfor enterprise structure setup , and creates