01.03establish Job and Position Structures

Global HR Implementation
Establish Job and Position

Structures
Instructor Guide
CONTENTS
Lesson Objectives ...................................................................................... 1
Overview................................................................................................... 2
Job and Position Structures ......................................................................... 3
Determine Job and Position Usage ................................................................ 4
Instructor Note: Determine Position and Job Usage ........................................ 5
Define Additional Job and Position Attributes at Enterprise .............................. 6
Instructor Note: Define Additional Job and Position Attributes at Enterprise Level8
Define Contextual Attributes for Jobs and Positions ........................................ 9
Instructor Note: Activity Timing ................................................................. 10
Student Activity: Define the Job and Position Structures ............................... 11
Activity Introduction: Define the Job and Position Structures ......................... 12
Activity Solution: Defining the Job and Position Structures .......................... 13
Establishing Job and Position Structures Review Questions ............................ 16
Establishing Job and Position Structures Review Question 1......................... 17
Establishing Job and Position Structures All Questions and Answers.............. 20
Lesson Highlights ..................................................................................... 21
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Lesson Objectives
After completing this lesson, you should be able to:
 Establish job and position structures
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Overview
In this section, you will learn how to:
 Determine if you need positions as well as jobs in your enterprise

 Set up additional attributes for jobs and positions
 Set up contextual attributes for jobs and positions
2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Job and Position Structures

This graphic illustrates the process of establishing job and position structures using the
Enterprise Structures Configurator. You use a guided process to determine whether you
want to use jobs only, or jobs and positions.

Determine Job and Position Usage

Implementing jobs or a combination of jobs and positions is a key implementation
decision. You make the decision based on the primary industry of your enterprise and
how you manage people.
The ESC uses the primary industry you selected in the Establish Enterprise Structures
task to suggest a recommended approach for using jobs or jobs and positions. You can
use the recommendation or answer a series of questions about how you manage
people.
For example, if a person leaves your company, do you typically:
 Rehire into the same role?

 Use the head count and hire to a different job?
 Create a different post?
The following screenshot displays the Determine Position Usage page within the
Establish Job and Position Structures task in the Enterprise Structures Guided Flow,
you can see the 4 train stops that guide you through the job and position setup:
Define Initial Configuration>Establish Job and Position Structures

Instructor Note: Determine Position and Job Usage

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.
Here are some examples of primary industries and the recommended workforce setup:
Retail Trade: Positions

Utilities: Positions
Educational Services: Positions
Public Transportation: Positions
Construction: Jobs
Management of Companies and Enterprises: Jobs
Arts, Entertainment, and Recreation: Jobs
Finance and Insurance: Jobs

Define Additional Job and Position Attributes at

Enterprise
You can define segments in the position and job flexfields to further identify jobs and
positions in the enterprise. For example, define attributes for a job to identify additional
details about the job, such as the nature of the work that is performed, or the relative
skill level required for the job. If these attributes apply to all jobs in the enterprise, then
set up enterprise-level job attributes. This graphic demonstrates how job type and job
level provide further details for the HR Application Specialist job.
Set up enterprise-level attributes to identify separate components of the position name.

For example, set up an attribute for position title and one for position number. This
graphic demonstrates how position title and number provide further details for the
manager position.

Defining additional attributes at the enterprise level provides the flexibility to further
customize the job and position flexfields. Descriptive flexfields enable you to capture
additional information when you create jobs and positions.

Instructor Note: Define Additional Job and Position

Attributes at Enterprise Level
The graphics demonstrate how you can further define jobs and positions across the
enterprise and provides the students with ideas of what type of information they can
capture.

Define Contextual Attributes for Jobs and Positions

For jobs, you can define additional job structures for every reference data set defined in
ESC. Any attributes you set up at the reference data set level will appear alongside any
enterprise-level attributes.
For positions, you can define additional position structures for every business unit
defined in the ESC. Any attributes you set up at the business unit level will appear
alongside any enterprise-level attributes.

Instructor Note: Activity Timing
Approximate Activity Timing: 30 minutes

.

Student Activity: Define the Job and Position

Structures
Using your activity guide, do the activity specified in the title of this page.

Activity Introduction: Define the Job and Position

Structures
Background
The students will demonstrate their understanding of ESC by configuring jobs and
positions using the guided flow.
The recommended approach for InFusion Corporation is to use jobs. Define additional
job structures to capture information at the enterprise level.
Requirements
 Use the bold text for the object names, replacing the XX with your initials, 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
1. Select the XX Enterprise Configuration and configure jobs and positions.
2. Accept the recommendation and define additional structures for the job
descriptive flexfield at the enterprise level:

Activity Solution: Defining the Job and Position

Structures
In this activity, you use ESC to define job structures.
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
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 Initial Configuration.
1. In the Establish Enterprise Structures row, click the Go to Task icon.
Location: Manage Enterprise Configuration page
2. Select the xx Enterprise Configuration row and click Configure Jobs and
Positions.
Location: Establish Job and Position Structures: Determine Position

Usage page
3. In the Recommended Approach section, select I want to use this option.
4. Click Next.
Location: Establish Job and Position Structures: Define Enterprise Level

Attributes page
Information
Use the Define Enterprise Level Attributes page to define attributes that
apply to all jobs in the enterprise. You can set up additional details about the job,
such as the nature of the work that is performed, or the relative skill level
required for the job.
5. On the Enterprise Level Job Attributes section toolbar, click the Add Row
icon.
6. In the Sequence field, enter 1.
7. In the Attribute Name field, enter Type.

8. In the Type field, select Text.
9. Click the Add Row icon.
10. In the Sequence field, enter 2.
11. In the Attribute Name field, enter Number.
12. In the Type field, select Number.
13. Click Next.
Location: Establish Job and Position Structures: Define Contextual

Attributes page
Information
Use the Define Contextual Attributes page to define additional job and
position structures. You can define additional job structures for every reference
data set defined in ESC. For positions, you can define additional position
structures for every business unit defined in ESC. Any attributes that you set up
at reference data set and business unit levels appear alongside any enterprise-
level attributes.
14. Click Next.
Location: Establish Job and Position Structures: Review Definitions page
15. Review the created configuration.
16. Click Submit.
Location: Manage Enterprise Configuration page
17. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
18. The following task lists are expanded: Workforce Deployment - Define
Common Applications Configuration for Human Capital Management -
Define Enterprise Structures for Human Capital Management - Define Initial
Configuration.
19. In the Establish Enterprise Structures row, click the Status icon.
Location: Edit Status dialog box

20. In the Status field, select Completed.
21. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
22. Click Done.
In this activity, you learned how to configure jobs and positions in ESC.

Establishing Job and Position Structures Review

Questions


Question 1
The ESC always recommends to use positions in your workforce setup.
1. True
2. False


Question 2
You can define additional information for every job and position in the enterprise.
1. True
2. False


Question 3
After you load the configuration, you can modify the organization setup.
1. True
2. False

Establishing Job and Position Structures All

Questions and Answers
1. The ESC always recommends to use positions in your workforce setup.
False
The ESC recommends an approach to use jobs and/or positions based on the primary
industry and how you manage people.
2. You can define additional information for every job and position in the
enterprise.
True
3. After you load the configuration, you can modify the organization setup.
True
You can use the individual organization tasks to make any changes or additions to your
organizations.

Lesson Highlights
You should have learned how to:
 Establish job and position structures


01.03establish Job and Position Structures

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Global HR Implementation

Establish Job and Position

 Establish job and position structures

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

 Determine if you need positions as well as jobs in your enterprise

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

Job and Position Structures

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

Determine Job and Position Usage

For example, if a person leaves your company, do you typically:

 Rehire into the same role?

Define Initial Configuration>Establish Job and Position Structures

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

Instructor Note: Determine Position and Job Usage

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.

Retail Trade: Positions

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

Define Additional Job and Position Attributes at

Set up enterprise-level attributes to identify separate components of the position name.

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

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

Instructor Note: Define Additional Job and Position

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

Define Contextual Attributes for Jobs and Positions

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

Instructor Note: Activity Timing

Approximate Activity Timing: 30 minutes

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

Student Activity: Define the Job and Position

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

Activity Introduction: Define the Job and Position

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

1. Select the XX Enterprise Configuration and configure jobs and positions.

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

Activity Solution: Defining the Job and Position

These task lists are expanded: Workforce Deployment - Define Common

1. In the Establish Enterprise Structures row, click the Go to Task icon.

Location: Manage Enterprise Configuration page

Location: Establish Job and Position Structures: Determine Position

3. In the Recommended Approach section, select I want to use this option.

Location: Establish Job and Position Structures: Define Enterprise Level

6. In the Sequence field, enter 1.

7. In the Attribute Name field, enter Type.

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

8. In the Type field, select Text.

9. Click the Add Row icon.

10. In the Sequence field, enter 2.

11. In the Attribute Name field, enter Number.

12. In the Type field, select Number.

13. Click Next.

Location: Establish Job and Position Structures: Define Contextual

14. Click Next.

Location: Establish Job and Position Structures: Review Definitions page

15. Review the created configuration.

16. Click Submit.

Location: Manage Enterprise Configuration page

17. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

Location: Edit Status dialog box

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

20. In the Status field, select Completed.

21. Click Save and Close.