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.
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.
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.
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

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