14 workforce lifecycle-2

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Workforce Lifecycle (continued)

Oracle Fusion

Human Capital Management


Workforce Lifecycle

Business Process

Add Person

HR specialists and line managers create new person records for employees, contingent workers, non-workers,

and pending workers. The Add Person tasks include creating the new person's first work relationship with the

enterprise.

Create Employment

HR specialists create and manage work relationships, employment terms, and assignments for the workers to

whom they have security access.

Change Employment

HR specialists and Line managers can edit work location, working hours, managers, and other employment

details.

Promote Worker

HR specialists promote workers to whom they have security access. Line managers promote their direct and

indirect reports.

Transfer Worker

HR specialists permanently transfer or create temporary assignments for workers to whom they have security

access. Line managers permanently transfer their direct and indirect reports. Permanent transfers and temporary

assignments can be within the worker's current legal employer or to a different legal employer.

Terminate Worker

HR specialists terminate the work relationships of workers to whom they have security access. Line managers

terminate the work relationships of their direct and indirect reports.


Workforce Lifecycle

Transfers, Promotions & Terminations

Use the following predefined actions to process transfers and temporary assignments:

Transfer

Temporary Assignment

Global Transfer

Global Temporary Assignment


Workforce Lifecycle


Transfer Type Example Employer Source Work

Relationship

Existing Assignments

Default Status

New Work

Relationship

New

Assignment

Transfer change of location Same Unchanged Inactive-Payroll Eligible

(except current) No No


Workforce Lifecycle



Relationship


Default Status

New Work

Relationship

New

Assignment



Temporary Assignment temporary secondment

to another department Same Unchanged Suspended-Payroll Eligible No Yes


Workforce Lifecycle



Relationship


Default Status

New Work

Relationship

New

Assignment





Global Transfer

transfer from UK

subsidiary to US

subsidiary

Different Terminated Inactive-Payroll Eligible Yes Yes


Workforce Lifecycle



Relationship


Default Status

New Work

Relationship

New

Assignment





Global Transfer

transfer from UK

subsidiary to US

subsidiary

Different Terminated Inactive-Payroll Eligible Yes Yes

Global Temporary

Assignment

temporary secondment

from US to UK

subsidiary

Different Unchanged Suspended-Payroll Eligible Yes Yes


Workforce Lifecycle


Transfer

A transfer is the movement of a person within the same legal employer

for example, a change of location from Pleasanton to San Francisco in the US

When you transfer a person, the work relationship remains unchanged

You make any necessary changes in the current assignment.

If the worker being transferred has other active assignments in the current work relationship, they are terminated and

their status is changed to Inactive- Payroll Eligible.

If you use employment terms, you can either transfer within the same employment terms or create new employment terms.

The existing set of employment terms and assignments in the current work relationship are terminated if you create new

ones, and their status is set to Inactive- Payroll Eligible by default.

You can override the default by deselecting the assignments that you do not want to terminate.


Workforce Lifecycle


Temporary Assignment

A temporary assignment is a transfer for a limited term

for example, temporary secondment to another department in the absence of a department head

You end a temporary assignment by initiating the End Temporary Assignment action and specifying a return date.

The existing assignments in the current work relationship are suspended and their status is changed to

Suspended-Payroll Eligible by default.

On return date, the temporary assignment is terminated and the original assignments are reinstated automatically

When you create a temporary assignment for a person in the same legal employer the work relationship remains unchanged

If you use employment terms, you can either create a temporary assignment with the same employment terms or create new

employment terms. The existing set of employment terms are suspended if you create new ones.

You can override the default by deselecting the assignments that you do not want to suspend; these assignments retain their

original statuses. The suspended objects become active again when you end the temporary assignment


Workforce Lifecycle


Global Transfer

A global transfer is the transfer of a person to another legal employer

for example, transfer of an employee from a UK subsidiary to a US subsidiary

When you transfer a person to another legal employer, the source work relationship is terminated automatically

using the default values.

You create a new work relationship in the destination legal employer. The existing set of employment terms and

assignments in the source work relationship are terminated and their status is set to Inactive- Payroll Eligible by default.

You can override the default by deselecting the assignments that you do not want to terminate; these assignments retain

their original statuses and the work relationship is not terminated.


Workforce Lifecycle


Global Temporary Assignment

A global temporary assignment is the temporary transfer of a person to another legal employer

for example, US employee sent on a temporary secondment to the UK

You end a global temporary assignment by initiating the End Global Temporary Assignment action and specifying a return

date. The global temporary assignment is terminated and the assignments in the source legal employer are reinstated

automatically on the return date.

When you create a global temporary assignment, the existing set of employment terms and assignments in the source work

relationship are suspended, and you create new objects in the destination legal employer. The status of the assignments in

the source work relationship is set to Suspended-Payroll Eligible by default.

You can override the default by deselecting the assignments that you do not want to suspend; these assignments retain

their original statuses.

The suspended objects become active again when you end the temporary assignment.


Workforce Lifecycle


Terminations

When workers or non-workers leave the enterprise, you terminate their work relationships.

When you terminate a work relationship, any employment terms and assignments associated with the work relationship

are ended automatically.

The status of the work relationship and the associated employment terms and assignments are changed to inactive on the

day following the termination date.

The person becomes an ex-employee or ex-contingent worker for that legal employer.

The person's user access and roles are revoked by default after the termination date. You can choose to revoke user access

earlier, as soon as the termination is approved. (This could mean revoking user access before the termination date.)

If you are using Oracle Payroll, a notification is sent to the payroll administrator informing the administrator of the termination. The

payroll administrator then completes the relevant tasks required to complete the payroll termination.


Workforce Lifecycle


Hiding Terminations

When entering sensitive terminations, you can decide to hide the termination for a specified period.

Termination Display

Controls whether the termination appears in the gallery portrait.

Postpone displaying the terminations in the gallery portrait for a certain period of time post termination date

Deferred Processing

As part of submitting the termination, you can choose to defer the processing of the termination transaction. The deferred processing option is

typically useful to hide terminations with a future-effective date.

You may want to submit the terminations but defer processing them until the termination dates because the persons you are terminating have

access to functionality that exposes their terminations to them

The processing of the termination is deferred to the date you specify. If the transaction goes through an approval process, and the processing

date you specified occurs prior to approval, then the processing is deferred until final approval.

In either case, the termination is hidden from everyone except the initiator, approvers, and notification recipients until the time the transaction is

processed and applied to the database.


Workforce Lifecycle


Reversing Terminations

When you reverse a termination, any work relationships, assignments, and employment terms previously ended are restored

with the statuses prior to the termination.

If the termination caused reassignment of a primary work relationship or assignment, then the reversal of the termination

restores their primary statuses as they were before the termination.

You can reverse a termination at any time provided the same legal employer has not rehired the employee (or started a new

placement for a contingent worker).

When termination is reversed, any future-dated employment changes or employment actions that occurred after the

termination action are not restored. You must manually verify the employment data and make any required changes


Workforce Lifecycle

Transfer and Promotion - Demo

3. Global Transfer

From Employer: InFusion Health USA

To Employer: InFusion Corp USA1

4. Promote a Worker

Worker : Jack Fisher

5. Terminate & Reverse

Worker : XX Robinson


Workforce Lifecycle

Transfers, Promotions & Terminations - Activity


Workforce Lifecycle

Mass Updates

You may need to update multiple records at one time, for example, transfer all workers in a department together as part of a

company reorganization. Mass update enables you to update multiple records using a single update request.

Mass Transfer

Create a mass transfer to transfer multiple worker assignments at once, within the same legal employer. Use the person

search to find assignments that you want to include in the mass transfer. You can exclude assignments from the result set

defined by the search criteria, at any time before submitting the mass transfer.

Mass Assignment Change Using Spreadsheet

You can download your data from the Verification page into a spreadsheet if there are too many rows and if it is easier to make

the changes in a spreadsheet format. Before you can do this, you must have installed the desktop client Oracle ADF 11g Desktop

Integration and enabled the Trust Center setting Trust access to the VBA project object in Microsoft Excel. You could make

the changes offline, check in the data, and verify the changes from within the spreadsheet. You can check in and verify the data

in the spreadsheet multiple times to accommodate revisions. After the final check in, you must navigate to the Review page of the

mass assignment change (in the application) to submit the changes.


Workforce Lifecycle

Mass Updates

Assignments With Future Changes

You can either include or exclude assignments with future changes in the mass update. If you include assignments with future

changes, you must manually adjust those records whose effective date of change is later than the mass update date, to resolve

any conflicts. For those assignments with changes existing on the same date of the mass assignment change, the mass update

is applied as the last change and previous assignment changes are retained.

Assignments and Employment Terms

You can include assignments associated with employment terms in the mass transfer. If override at assignment level is

permitted, you can update the assignments but the employment terms are unaffected. If override at assignment level is not

permitted, you cannot update the associated assignments via the mass transfer, even if you include them in the transfer.

Although this restriction applies only to the attribute values specified on the employment terms; you can still update the attributes

values specified on the assignment, in the mass transfer. The attributes that you are not permitted to update appear disabled in

the mass transfer.


Workforce Lifecycle

Mass Updates - Demo

6. Mass Update - Transfer

From Business Unit: US Support

To Business Unit:USA1 Business Unit


Workforce Lifecycle

Manage Direct Reports

You can reassign existing line reports to new managers, as of the same effective date. When you reassign direct reports, changes

occur at the assignment level for each direct.

Reassigning Direct Reports

You can reassign all or selected direct reports to new managers.

When reassigning reports, you cannot change the manager type. For example, if the direct is a line report for the current manager,

you can reassign the direct only as a line report to a new manager, but not as a direct of other type, such as a project report or a

mentee.

The Manage Direct Reports task does not assign new roles to managers during the reassign process. You must manage the

assignment of roles through the role mapping functionality. For persons who did not have reports before the reassign process, you

must assign manager roles.


Workforce Lifecycle

Manage Direct Reports - Activity


Workforce Lifecycle

What’s Changed compared to PeopleSoft?

Differences in terminology

Work Relationship vs Organizational Relationship

Assignment vs Job

Legal Employer vs Company

Three Tier employment model

Use of flexfields for extension purposes

Use of embedded analytics in guided flows

Change Manager and Change Working Hours available to Line Managers

Save for later functionality

A transaction can be saved for later use instead of submitting it directly

Differences in the Termination flow

Termination date in Fusion is the last day in the company and not the first day when the person is no more an employee (PSFT).

Possibility to hide a termination and defer a termination

Possibility to enter a notification date


Workforce Lifecycle

What’s Changed compared to EBS?

Global person model

Three Tier employment model

Use of embedded analytics in guided flows

Date effectivity with multiple changes per day

Actions and reasons

Termination

Possibility to hide a termination and defer a termination

Rehire recommendation


Date post:	13-Apr-2017
Category:	Technology
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Technology