13 define positions

Partner Boot Camp – Fusion HCM Global HR Define Positions

Instructor Guide

August 08, 2013

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CONTENTS

Lesson 1: Define Positions .......................................................... 1 Objectives ................................................................................................. 1 Positions Overview ..................................................................................... 2 Positions Setup and Maintenance ................................................................. 3 Lookups for Positions .................................................................................. 5 Positions Example: Retail Industry ............................................................... 6 Position Details .......................................................................................... 8 Instructor Note: Demonstration Timing ......................................................... 9 Demonstration: Creating a Position ............................................................ 10 Activity 1 Introduction: Creating a Position .................................................. 12

Activity 1: Creating a Position .................................................................. 13 Instructor Note: Position Trees .................................................................. 15 Position Trees .......................................................................................... 16 Lesson Highlights ..................................................................................... 17

Lesson Highlight Details .......................................................................... 18

Lesson 1: Define Positions

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


Objectives

After completing this lesson, you should be able to:

Define positions and position trees Understand lookups Understand position details


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

Positions Overview

A position is an instance of a job in a specific department and optional in a location. Positions are typically used by industries that have the following characteristics:

Approval rules and budgeting are detailed Head counts must be maintained Turnover rates are high and the successor is usually hired into the same job and

department

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



Positions 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 Manage Job Families Manage Job Manage Position Lookups Manage Positions Manage Position Trees

The ongoing maintenance tasks for Positions are:

Manage Positions Manage Position Trees



Lookups for Positions

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

SECURITY_CLEARANCE: Classifies if security clearance is needed (system) EVAL_SYSTEM: Identifies the evaluation system used for the job or position

(user) EVAL_SYSTEM_MEAS: Measurement unit for the evaluation criteria (user) BARGAINING_UNIT_CODE: Identifies a legally organized group of people

which have the right to negotiate on all aspects of terms and conditions with employers or employer federations (extensible)

PROBATION_PERIOD: Specifies the unit of measurement for the probation period of a position (user)



Positions Example: Retail Industry

The following scenario illustrates the use of positions: ABC Corporation has high turnover. It loses approximately 5% of their cashiers monthly. The job of cashier includes three positions: front line cashier, service desk cashier, and layaway cashier. Each job is cross-trained to take over another cashier position. When one cashier leaves from any of the positions, another existing cashier from the front line, service desk, or layaway can assist where needed. But to ensure short lines and customer satisfaction, ABC must replace each cashier lost to turnover. Because turnover is high in retail, positions are recommended for this industry. If customers are using positions, it is easy to track the open headcount because the position is a separate entity that continues to exist in the system even if the person's assignment has been terminated. The position exists even when there are no holders. This is important if the person who leaves the company is a manager or supervisor with direct reports. All direct reports continue reporting to the position even if it is empty. You do not need to reassign these employees to another manager or supervisor; the replacement manager is assigned to the existing position. Another advantage to using positions is that when you hire a new worker, many of the attributes are provided as default values from the position. This speeds up the hiring process. The following figure illustrates the retail position setup:



Position Details

Key concepts regarding positions:

At the position, you can see the current vacant Full Time Equivalent (FTE), the name of the incumbent(s), and also the history of incumbents.

You add a position to a specific department and location. You can associate evaluation criteria and a profile with positions. Many of the existing fields at the job also exist at the position, and the application

populates the Valid Grades region with the grades that you set up for the job on which you are basing the position.



Instructor Note: Demonstration Timing

The course was designed for you to perform the specified demonstration at this point. Approximate Demonstration Timing: 10 minutes .



Demonstration: Creating a Position

Demonstration Background As a Human Resources (HR) specialist, you can create a position. Demonstration Scope Create a position and associate a job and the corresponding grades. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area

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

2. Click the Search icon.

3. In the Manage Positions task row, click Go to Task. Location: Manage Positions page

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

Location: Create Position: Basic Details page

5. In the Business Unit field, select USA1 Business Unit.

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

7. In the Code field, enter XX_SALESEXEC.

8. Click Next.

Location: Create Position: Position Details page

9. In the Department field, search for and select XX InFusion Financial Sales.

10. In the Job field, search for and select XX Sales Executive XX_SALESEXEC.



Information

The application populates the Valid Grades region with the grade that was set up for the job.

11. In the Hiring Information region, in the Hiring Status field, select Approved.

12. Click Next. Location: Create Position: Evaluation Criteria page

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

Location: Create Position: Profiles page

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

Location: Create Position: Review page

15. Review the details before submitting the position.

16. Click Submit.

Location: Warning dialog box

17. Click Yes. Location: Confirmation dialog box

18. Click OK.

Location: Manage Positions page

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



Activity 1 Introduction: Creating a Position

Background You have created the Sales Executive job. 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 position.



Activity 1: Creating a Position

In this activity, you create a new position. 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 Positions task row, click Go to Task. Location: Manage Positions page

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

Location: Create Position: Basic Details page

3. In the Business Unit field, select USA1 Business Unit.

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

5. In the Code field, enter XX_SALESEXEC.

6. Click Next.

Location: Create Position: Position Details page

7. In the Department field, search for and select XX InFusion Financial Sales.

8. In the Job field, search for and select XX Sales Executive XX_SALESEXEC. Information

The application populates the Valid Grades region with the grade that was set up for the job.

9. In the Hiring Information region, in the Hiring Status field, select Approved.

10. Click Next.



Location: Create Position: Evaluation Criteria page

11. Since this position does not include evaluation criteria, click Next.

Location: Create Position: Profiles page

12. Since this position does not include a profile, click Next.

Location: Create Position: Review page

13. Review the details before submitting the position.

14. Click Submit.

Location: Warning dialog box

15. Click Yes. Location: Confirmation dialog box

16. Click OK.

Location: Manage Positions page

17. Click Done.

Location: Implementation Project: XX Workforce Deployment page

18. In the Manage Positions task row, click the Status icon.

Location: Edit Status dialog box

19. In the Status field, select Completed.

20. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

In this activity, you have created the XX Sales Executive position.



Instructor Note: Position Trees

Because the classroom environment has been set up to use jobs, and not jobs and positions, no positions have been set up. Therefore, a demo of setting up a position tree has not been included.



Position Trees

Using the predefined tree structure for a position tree, you can create a position tree with a tree version. If you need to make changes to the tree, you can create a new version. Only one version can be active at a time. If you need multiple position trees, for example, for reporting purposes, then you can create multiple trees. You can have only one top-level node for a position tree. You can use position trees for the following purpose:

Secure access to positions by identifying a position hierarchy in a position security profile. For example, you can create a position security profile that includes all positions in a position hierarchy below a specified top position. You can also include the position security profile in a person security profile to secure access to person records. In this case, the person security profile includes the person records of the people who occupy the positions in the position security profile.

The following figure illustrates a position hierarchy that you can establish using a position tree:



Lesson Highlights

In this lesson, you should have learned how to:

Define positions and position trees



Lesson Highlight Details

Defining Positions Positions are used in industries with high turnover, detailed approvals, and where head counts must be maintained. You can associate jobs and positions with a profile to specify the required or desired competencies, degrees, languages, and so on for the job or position.

13 define positions

Technology

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