You are on page 1of 30

Partner Boot Camp

Fusion HCM Global HR


Define Jobs

Instructor Guide

August 08, 2013


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

Disclaimer

This document contains proprietary information and is protected by copyright and


other intellectual property laws. You may copy and print this document solely for
your own use in an Oracle training course. The document may not be modified or
altered in any way. Except where your use constitutes "fair use" under copyright law,
you may not use, share, download, upload, copy, print, display, perform, reproduce,
publish, license, post, transmit, or distribute this document in whole or in part without
the express authorization of Oracle.

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


you find any problems in the document, please report them in writing to: Oracle
University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.

Restricted Rights Notice

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


the documentation on behalf of the United States Government, the following notice
is applicable:

U.S. GOVERNMENT RIGHTS


The U.S. Governments rights to use, modify, reproduce, release, perform, display,
or disclose these training materials are restricted by the terms of the applicable
Oracle license agreement and/or the applicable U.S. Government contract.

Trademark Notice

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other
names may be trademarks of their respective owners.
CONTENTS
Lesson 1: Define Jobs .................................................................1
Objectives ................................................................................................. 1
Instructor Note: Jobs and Positions .............................................................. 2
Jobs Overview ........................................................................................... 4
Jobs Setup and Maintenance ........................................................................ 5
Lookups for Jobs ........................................................................................ 7
Basic Details .............................................................................................. 8
Benchmark and Progression Information ....................................................... 9
Grades .................................................................................................... 10
Instructor Note: Jobs and Grades ............................................................... 11
Evaluation Criteria .................................................................................... 12
Job Families............................................................................................. 13
How Jobs and Positions Work with Profiles ................................................... 14
Instructor Note: Demonstration Timing ....................................................... 15
Demonstration: Creating a Job................................................................... 16
Instructor Note: Activity Timing ................................................................. 18
Activity 1 Introduction: Creating a Job ........................................................ 19
Activity 1: Creating a Job ........................................................................ 20
Review Question 1.................................................................................... 22
All Questions and Answers ......................................................................... 23
Lesson Highlights ..................................................................................... 24
Lesson Highlight Details .......................................................................... 25

i
Lesson 1: Define Jobs

Lesson 1: Define Jobs

Objectives
After completing this lesson, you should be able to:

Define jobs and job families


Understand Job Details and Lookups
Understand Benchmark and Progression Information
Understand Evaluation Criteria
Understand how Jobs and Position work with Profiles

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


Lesson 1: Define Jobs

Instructor Note: Jobs and Positions


Before teaching the Jobs and Positions lessons, provide an introduction to Jobs and
Positions, to distinguish between the two.

Job - is a set of roles or duties that your workers perform.

Position - is a specific instance of a job in a department for a business unit.

Use of jobs or jobs and positions varies by industry and customer requirements.
Enterprise Structures Configurator (ESC) helps you with the decision during the
implementation.

Jobs and Positions

Jobs are typically used without positions by service industries where flexibility and
organizational change are key features.

Typically use jobs: If a worker leaves, in most cases the headcount is used for other
be any job, probably even different department and salary purposes (could).
Typically use positions: If a worker leaves, in most cases a successor is hired into the
same job and department, may be even the same grade.

Comparison can be launched from search results


Integration with profiles
Positions: Embedded analytics displayed in the header region of an existing
position to see at first sight the FTE of the position compared to the FTE of the
incumbent(s)
Positions: Powerful incumbent details feature to see the incumbent(s) history
Ability to define at the job and position which grades are valid for this job/position
Valid grades entered at the job get defaulted to the position
Profile option to enforce the valid grades in the assignment: The user can choose
for that assignment only a grade that is in the list of valid grades of the selected
job/position
Profile option to default the grade from job/position to assignment
Defaulting from position takes precedence. If no position is selected, grade is
defaulted from job

Advantages of using positions

Less maintenance work, because when selecting a position during hiring,


attributes are defaulted in.

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


Lesson 1: Define Jobs

Vacancies can easily be tracked and reported on If you only use jobs,
vacancies are not visible.
Incumbent history at the position makes it easy to track who was in this position
at any time (even if the position is currently vacant).

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


Lesson 1: Define Jobs

Jobs Overview
Jobs are typically used without positions by service industries where flexibility and
organizational change are key features.

The following screenshot is the Create Job page within the Manage Job task. You can
see the five train stops that guide you through the job creation.

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


Lesson 1: Define Jobs

Jobs Setup and Maintenance


Initial setup for this activity is performed using Functional Setup Manager
- Workforce Deployment Offering: Define Enterprise Structures/Define
Workforce Structures
Ongoing maintenance is performed from the Workforce Structures work
area

Define Jobs and Positions Tasks


_______________________________________________________

Setup tasks in FSM under Define Jobs and Positions:

Manage Job Lookups

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


Lesson 1: Define Jobs

Manage Job Families


Manage Job
Manage Position Lookups
Manage Positions
Manage Position Trees

The ongoing maintenance tasks for Jobs are:

Manage Jobs
Manage Job Families

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


Lesson 1: Define Jobs

Lookups for Jobs


Lookups are lists of values in applications. Several lookup types are available for jobs
that have user customization levels. You should review these lookups, and update them
as appropriate to suit enterprise requirements. The lookup types for jobs are:

EVAL_SYSTEM: Identifies the evaluation system used for the job or position
EVAL_SYSTEM_MEAS: Measurement unit for the evaluation criteria
JOB_FUNCTION_CODE: Description of the primary function of a job (used for
grouping and reporting jobs of like functions)
MANAGER_LEVEL: Description of the seniority of a manager

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


Lesson 1: Define Jobs

Basic Details
You define the following basic information for jobs:

Effective start date


Job set
Name
Code

A job code must be unique within a set. Therefore, you can create a job with the code
DEV01 in the US set and another job with the same code in the UK set. However, if you
create a job with the code DEV01 in the Common set, then you cannot create a job with
the same code in any other set.

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


Lesson 1: Define Jobs

Benchmark and Progression Information


You can identify a job as being a benchmark job. A benchmark job represents other
jobs in reports and salary surveys. You can also select the benchmark for jobs.
Benchmark details are for informational purposes only.

A progression job is the next job in a career ladder. Progression jobs enable you to
create a hierarchy of jobs and are used to provide the list of values for the Job field in
the Promote Worker and Transfer Worker tasks. The list of values includes the next
three jobs in the progression job hierarchy.

For example, assume that you create a job called Junior Developer and select
Developer as the progression job. In the Developer job, you select Senior Developer as
the progression job. When you promote a junior developer, the list of values for the new
job will include Developer and Senior Developer.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 9


Lesson 1: Define Jobs

Grades
You can specify the grades that are valid for a job. If you are using positions, then the
grades that you specify for the job become the default grades for the position.

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


Lesson 1: Define Jobs

Instructor Note: Jobs and Grades


Remind students of the two profile options that determine the grades that are available
for selection when you set up assignments or employment terms:

PER_ENFORCE_VALID_GRADES: If you set this site-level profile option to Yes, then


users can select a grade only from the list that you defined for the job or position.

If users select both a job and a position for the assignment or employment terms,
then they can select grades that are valid for the position only.
If valid grades are defined for neither the job nor the position, then users can
select from all grades

If you set this profile option to No, which is the default value, then users can select from
all grades.

PER_DEFAULT_GRADE_FROM_JOB_POSITION: If you set this site-level profile


option to Yes, and there is only one valid grade for a job or position, then that grade is
used by default in the assignment or employment terms. In addition, if an entry grade is
defined for a position, then that grade is used by default when the user creates a new
set of employment terms or a new assignment.

If you set this profile option to No, which is the default value, then users can select from
all grades.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 11


Lesson 1: Define Jobs

Evaluation Criteria
You can define evaluation criteria for a job, including the evaluation system, a date, and
the unit of measure for the system. One predefined evaluation system is available, and
that is the Hay system.

An additional value of Custom is included in the list of values for the Evaluation System
field, but you must add your own criteria and values for this system.

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


Lesson 1: Define Jobs

Job Families
A job family is a group of jobs that have different but related functions, qualifications,
and titles. They are beneficial for reporting. Examples include:

Administration
Finance and Accounting
Support
Logistics

You set up the job families and then enter a job family when defining a job.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 13


Lesson 1: Define Jobs

How Jobs and Positions Work with Profiles


You can associate jobs and positions with model profiles that are created in Oracle
Fusion Profile Management. A model profile is a collection of the work requirements and
required skills and qualifications of a workforce structure, such as a job or position.

This association enables you to define the work requirements and the required
competencies, degrees, and other skills for the job or position. This association also
enables you to compare profiles and use the best-fit analysis for tasks such as finding
the worker best-suited for a job or for helping workers identify their next career moves.

The following figure compares the information that is contained in a job profile with that
contained in a job:

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


Lesson 1: Define Jobs

Instructor Note: Demonstration Timing

The course was designed for you to perform the specified demonstration at this point.

Approximate Demonstration Timing: 10 minutes


.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 15


Lesson 1: Define Jobs

Demonstration: Creating a Job


Demonstration Background

As a Human Resources (HR) specialist, you can create a job.

Demonstration Scope

Create a job and associate a grade.

Demonstration Steps

Sign in as hcm_impl or hcm_impl1.

Start Here
Setup and Maintenance

1. In the Search region Name field, enter Manage Job.

2. Click the Search icon.

3. In the Manage Job task row, click Go to Task.

Location: Manage Jobs page

4. On the Search Results section toolbar, click Create.

Location: Create Job: Basic Details page

5. In the Name field, enter XX Sales Executive.

6. In the Code field, enter XX_SALESEXEC.

7. Click Next.

Location: Create Job: Job Details page

8. In the Full Time or Part Time field, select Full time.

9. In the Regular or Temporary section, select Regular.

10. In the Job Family field, search for and select Sales.

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


Lesson 1: Define Jobs

11. In the Valid Grades section toolbar, click Add Row.

12. In the Grade field, enter XX.

13. Select XX Sales Executive XX_SALESEXEC Common Set COMMON


Common Set.

14. Click Next.

Location: Create Job: Evaluation Criteria page

15. Since this job does not include evaluation criteria, click Next.

Location: Create Job: Profiles page

16. Since this job does not include a profile, click Next.

Location: Create Job: Review page

17. Review the details before submitting the job.

18. Click Submit.

Location: Warning dialog box

19. Click Yes.

Location: Confirmation dialog box

20. Click OK.

Location: Manage Jobs page

At this point, you should have created the XX Sales Executive job.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 17


Lesson 1: Define Jobs

Instructor Note: Activity Timing

The course was designed for you to facilitate learners doing the specified activity, at this
point.

Approximate Activity Timing: 5 minutes


.

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


Lesson 1: Define Jobs

Activity 1 Introduction: Creating a Job


Background
You have created a grade and grade rates for the Sales Executive position.

Requirements

Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.
You must have access to Oracle Fusion Application InFusion database or
comparable training or test instance at your site, on which to complete this
practice.

Activity Scope
Create a job.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 19


Lesson 1: Define Jobs

Activity 1: Creating a Job


In this activity, you create a new grade rate.

Sign in as hcm_impl or hcm_impl1.

Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

These task lists are expanded: Workforce Deployment - Define Common


Applications Configuration for Human Capital Management - Define Enterprise
Structures for Human Capital Management - Define Workforce Structures - Define
Jobs and Positions

1. In the Manage Job task row, click Go to Task.

Location: Manage Jobs page

2. On the Search Results section toolbar, click Create.

Location: Create Job: Basic Details page

3. In the Name field, enter XX Sales Executive.

4. In the Code field, enter XX_SALESEXEC.

5. Click Next.

Location: Create Job: Job Details page

6. In the Full Time or Part Time field, select Full time.

7. In the Regular or Temporary section, select Regular.

8. In the Job Family field, search for and select Sales.

9. In the Valid Grades section toolbar, click Add Row.

10. In the Grade field, enter XX.

11. Select XX Sales Executive XX_SALESEXEC Common Set COMMON


Common Set.

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


Lesson 1: Define Jobs

12. Click Next.

Location: Create Job: Evaluation Criteria page

13. Since this job does not include evaluation criteria, click Next.

Location: Create Job: Profiles page

14. Since this job does not include a profile, click Next.

Location: Create Job: Review page

15. Review the details before submitting the job.

16. Click Submit.

Location: Warning dialog box

17. Click Yes.

Location: Confirmation dialog box

18. Click OK.

Location: Manage Jobs page

19. Click Done.

Location: Implementation Project: XX Workforce Deployment page

20. In the Manage Job task row, click the Status icon button.

Location: Edit Status dialog box

21. In the Status field, select Completed.

22. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

In this activity, you created the XX Sales Executive job.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 21


Lesson 1: Define Jobs

Review Question 1
Which of the following would you associate with a job or a position to specify the
required competencies, degrees, and languages for the job or position?

1. Employment terms
2. Assignment
3. Model profile
4. Grade

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


Lesson 1: Define Jobs

All Questions and Answers


1. Which of the following would you associate with a job or a position to specify
the required competencies, degrees, and languages for the job or position?

A. Model profile

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 23


Lesson 1: Define Jobs

Lesson Highlights
In this lesson, you should have learned how to:

Define jobs and job families

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


Lesson 1: Define Jobs

Lesson Highlight Details


Defining Jobs and Job Families
Jobs are used without positions in industries where flexibility and organizational change
are key features.
You assign jobs to a set, and the job code must be unique within a set.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 25


Lesson 1: Define Jobs

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

You might also like