Setup Tasks for Implementing Oracle Global Human Resources.

To implement Oracle Global Human Resources, sign-in as a user with Application Implementation Consultant role and opt into the offerings applicable to your business requirements. Other users must include the Functional Setup User role in addition to other roles or privileges needed to perform specific setup activities.


Implementation Tasks ListTask NameWhat You Must DoWhere to Find Information (Search on the Oracle Help Center for titles listed in this column)
Prerequisite Tasks for Oracle Global Human Resources Setup
Define Common Applications Configuration for Human Capital Management or Define Geographies for HCMManage GeographiesUse the territory code to verify predefined geographies and load any additionally required local geographies. You can import Oracle-licensed data from Loqate, for those countries where the data is available.
  • Overview of Geographies
Select Address Style and Address ValidationCheck the address style and address validation for your country.
  • Change Address Style and Address Validation Settings
Define Common Applications Configuration for Human Capital ManagementManage CurrenciesCreate or enable any currency for displaying monetary amounts, assigning currency to ledgers, entering transactions, recording balances, or for any reporting purposes.
  • When do I create or enable currencies?
Set Up Enterprise Structures
Define Enterprise Structures for Human Capital ManagementManage Enterprise HCM InformationManage enterprise HCM information to specify work day information, person, worker, and assignment number generation, peson name languages, user and role provisioning, psoition management, and so on.
  • Enterprise Structures
Manage Legal AddressesCreate legal addresses for all organizational units of the enterprise before you create legal entities.
  • What's a legal address?
Manage Legislative Data GroupsDefine at least one legislative data group for each country your enterprise operates in.
  • Legislative Data Groups
Manage Legal EntityCreate all legal entities that apply to your enterprise. Designate the legal entity as a legal employer and as a payroll statutory unit (PSU) for payroll.
  • Legal Entities, Business Units, and Reference Data Sets
  • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
Manage Legal Entity HCM InformationManage legal entity HCM information to include statutory components as required.
  • Legal Entities
  • Legal Entities, Business Units, and Reference Data Sets
Manage Legal JurisdictionsReview the predefined jurisdictions for your country and create any jurisdictions you require for specific local taxes.
  • Overview of Legal Jurisdiction and Authorities
  • Create Legal Jurisdictions, Addresses and Authorities
Manage Legal Reporting UnitsDefine legal reporting units (LRU) also known as tax reporting units, to group employee records for tax and social reporting.Create Legal Entities, Registrations, and Reporting Units
Create Reference Data Sets and Business Units
Define Reference Data Sharing for Human Capital ManagementManage Reference Data SetsIdentifier for sets of rows in control tables (set IDs)
  • How Business Units Work with Reference Data Sets
Define Business Units for Human Capital ManagementManage Business UnitsDefine a logical entity for your company's structure that uses the business unit classification to group sets of data.
  • Business Units
Manage Business Unit Set AssignmentMap set IDs to a business unit for each record data object such as locations, departments, jobs, and grades.
  • How Business Units Work with Reference Data Sets
Set Up Workforce Structures
Define Workforce StructuresManage LocationCreate locations where business is conducted, including physical location of a workforce structure and workers’ physical work locations.
  • Locations
Manage DepartmentsCreate organizational units assigned to an employee, cost center, or for data security
  • Departnments
  • Departments and Cost Centers
Manage JobsDefine a job and its attributes.
  • Jobs
Manage ActionsDefine actions to track changes to Human Capital Management (HCM) records, such as changes to employment and assignment records, for example, assignment change, transfer, termination, and so on.
  • How Action Components Work Together
Manage Action ReasonsConfigure the reason for HCM actions such as reorganization or performance for the promote action.
Define Person Record and Employment Record Values
  • Offering: Workforce Deployment
  • Functional Area: Workforce Information
Manage Person TypesDefine person types to maintain information for a group of people in your enterprise.
  • Person Types
Manage Person Name FormatsConfigure the predefined person name format types according to your choice.
  • Person Name Formats
Managing Person Name StylesDefine the person name components for a country
  • Person Name Styles
Assignment StatusesDefine assignment status that changes according to changes in HR and payroll statuses.
  • How You Set Up Assignment Statuses
Manage Common LookupsReview common lookups that are employment-related and have user or extensible configuration levels, and update them as appropriate to suit enterprise requirements

 

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