Important scheduled processes list in fusion hcm
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This document lists and explains 17 scheduled processes in Oracle Fusion HCM, including post-conversion processes that setup the environment after data loads, user and role provisioning processes, and processes for updating personal data, roles, security data and more. Many processes should run daily or every few hours, while some are for rare occasions like after bulk loads or rule changes. System administrators should evaluate which processes are needed and schedule them appropriately based on the frequency guidelines provided.
Important scheduled processes list in fusion hcm
- 1. Important scheduled processes list in Fusion HCM In thispostwe will gothroughthe listof scheduledprocesses,how touse,whentouse and whatthey will do. Some of the processlistandtheirexplanations: Post-ConversionProcessing:(1-5) Afteran initial orincrementalloadof personrecords,youruna setof processestocomplete datasetup inthe Oracle FusionHCMenvironment.Thisisdone toeithercreate indexesoradditional databasedon the conversionyoujustdid.Please ensure youare runningthese programsafterconversionandalso evaluate postgo-liveactivitiestosee if youshouldscheduletheseprogramstorun ona dailybasis. 1. Update Person Search Keywords Copiesattributesof person,employment,andprofilerecordsthatare usedas searchkeywordstothe PER_KEYWORDS table,where they're indexedtoimprove searchperformance.The processupdatesthe entire PER_KEYWORDStable. 2. Synchronize PersonRecords Communicateschangestopersonandassignmentrecordsthathave occurredsince the lastdata loadto consumingapplications,suchasOracle FusionTradingCommunityModel andOracle Identity Management(OIM). 3. Calculate RelationshipStrength Updatesstoredrelationship-strengthinformation.Inthe PersonGallery,searchresultscanappearin orderof the strengthof the relationshipbetweenthe personperformingthe searchandeachpersonin the search results.The strongerthe relationship,the nearertothe topof the resultsa person's assignmentappears. 4. RefreshManager Hierarchy Populatesthe denormalizedmanagerhierarchytableswithlatestinformationaftereachdataload.For performance reasons,the complete managerhierarchyforeachpersonisextractedfromlive data tablesandstoredina separate manager-hierarchytable,knownasthe denormalizedmanagerhierarchy
- 2. USER AND ROLE PROVISIONING PROCESSES: (5-8) SCHEDULING THE PROCESSES You shouldrun one userand role provisioningprocessat a time. These processesshouldnot overlap. Please make sure your schedule allowstime for the process to complete before youschedule another provisioningprocess. 5. SendPendingLDAP Requests(DailyAdHoc):Bulkprocessingof userand role provisioning requests. SendsbulkrequeststoOIMimmediatelytocreate (andalsosuspendor re-enable) useraccounts,as appropriate.Whenyouloadpersonrecords,the applicationautomaticallycreatesuser-account requestsbydefaultandprovisionsrolestousersinaccordance withrole provisioningrules. Important Before yourunthis process, review yourdataconversionfullyandconfirmitsaccuracy.If youneedto purge your data andrepeatthe conversion,itwill take muchlongerif you've createduseraccountsand notifiedusersof theirsign-indetails.Youcancontrol aspectsof the provisioningprocessforthe enterprise bysettingthe UserandRole Provisioningoptionsonthe Manage Enterprise HCMInformationpage.Forexample,youcansuppressthe automaticcreationof user accounts. Thisprocesssendsto the LDAPdirectorythe requestsrelatedtouseraccountprovisioningaswell asthe requestsforaddingandremovinguserroles.Youtypicallyuse thistoprocessthe provisioningrequests createdby bulkprocessesaswell astoprocessfuture datedrequests. Thisjob shouldbe scheduledatleastonce perday to handle anybulkorfuture-dateduserorrole provisioningrequests. Thisjob shouldalsobe runafterloadingworkersorusersinbulkusingHCM Data Loader. 6. AutoprovisionRolesfor All Users(AdHoc Rarely):Evaluates rolesmembershipforall users, includinginactive. Thisprocessevaluatesall usersinthe systemagainstthe role provisioningrules.Thisprocessmayhave heavyperformance impactonyourenvironmentif yourunitregularly.Youshouldrunthisprocess occasionally,onlywhenrole-provisioningrulesare addedorupdated.
- 3. Shouldbe runonlywhenrole mappingruleshave beenaddedorchanged,andthese rulesapplytothe entire userpopulation. Thisjob doesnotneedtobe regularlyscheduledasautomatic role provisioninghappensaspartof user creation. Neverexpectedtobe usedfrequentlyondailybasis. 7. SendPersonal Data for Multiple UserstoLDAP(Ad Hoc Rarely):Reconcilespersonal information changesinOracle HCM CloudwithLDAPdirectory ThisprocesssynchronizeschangesperformedinbulkonOracle HCMCloudpersonrecordswiththe LDAP directoryrecords.The followingfieldsare synchronized:FirstName,LastName,Email,and Manager. You typicallyrunthisprocessafterloadingpersondatainbulk.Youcan alsorun thisprocess to update the managerhierarchyinthe LDAP directory. Thisjob isonlyneededafterchangingpersonal data(name,manager,email) viaabulkprocesssuchas HCM Data Loader imports. Thisjob shouldbe scheduledtorunonce afterthe bulkloadiscomplete. 8. Retrieve Latest LDAP Changes (Veryrarely):UpdatesOracle HCMCloudpersonrecordswith data comingfromLDAP directory. Thisjob updatesthe Oracle CloudApplicationsSecuritytableswithdatacomingfromthe LDAP directory.Youshouldrunthisprocessonce after the productupdate iscompleted.Forexample,after youupgrade from 18C to 19A. Neverexpectedtobe usedfrequentlyondailybasis. 9. Synchronize Bell Notifications(Every2 hours):Bell Notificationstosynchronize withthe BPM Worklist To move the alreadyapprovednotificationsfrombell,thereisanESS jobdefinitionwhichcanbe scheduledtorunperiodically.Privilege NeededtoSchedule/ExecutethisJobDefinitionis: FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV ( Thisprivilegerollsuptoall the FamilyAdminJob Roles). Theywill be markedasRead/movedfromPendingNotificationstoAll Notificationsimmediatelyonce the userreads themas there are no pendingactionsonthem.
- 4. The Synchronize Bell Notifications shouldbe scheduled forevery2hrs. and isrestrictedby Developmenttoupdate 500 recordsat a time. 10. Calculate SeniorityDates(Adhoc):To calculate the senioritydatesforworkersbasedonthe seniorityrulesconfiguredinthe application Parameters: PersonNumber:Enterpersonnumber SeniorityDate Code List:ORA_ESD_P,ORA_LESD_W( Thisvaluesmaybe differentbasedonthe customer configurations--Seethe configurationsetupdatatable forthisinformation) (ORA_ESD_P,ORA_LESD_W,ORA_POSITION_SD_A) Exclude terminatedWorkers:Yes Operation:CleanAndRepopulate SetupandMaintenance > Manage CommonLookupsusingthe Lookup Type ORA_PER_SENIORITY_ITEMS 11. Synchronize Transaction WorkflowStatus(Dailyonce andAdhoc): Thisprocessensuresthat the workflowstatusisupdatedcorrectlyinSOA andOracle FusionApplications 12. Import User and Role ApplicationSecurity Data (DailyOnce) : To setup andmaintainthe SecurityConsole It copiesusers,roles,privileges,anddatasecuritypoliciesfromthe LDAPdirectory,policystore,and ApplicationsCore GrantsschematoOracle FusionApplicationsSecuritytables.ITSecurityManager: this role mustto run thisprocess. 13. Importing UserLogin History (DailyOnce) :Thistaskruns a processthat imports information aboutuser accessto Oracle FusionApplicationstothe Oracle FusionApplicationsSecuritytables Thisinformationisrequiredbythe Inactive UsersReport,whichreportsonuserswhohave been inactive fora specifiedperiod. 14. Optimize PersonSearch Keywords(Dailyat timesof low activity):
- 5. Optimize PersonSearchKeywordsIndex processtoidentifythe fragmentedindexesandhelpimprove the overall searchperformance. The Update PersonSearchKeywordsprocessfirstandthenthe Optimize PersonSearchKeywords process.We cannot schedule bothprocessessimultaneously.If youschedule thematthe same time,the secondprocesswill waitforthe firstprocesstocomplete before itstarts. 15. Processand ReassignInactive UserAccounts(DailyOnce): Processthat identifiesinactive useraccountsandremovesthemfromtheirteams.Italsosends notificationstomembersreassignedasthe new teamleads. 16. To reflectthe Flex FieldsinOTBIthenwe needtorun the below processinsequence: 1. Create Rules XML File for BI ExtenderAutomation 2. Import Oracle FusionData ExtensionFor Transactional BusinessIntelligence Note:Should check the BI Enabledcheck box while creatingthe segmentsand shoulddeploythe Flex fields. 17. Generate Flexfield Database Items:(EFF / EIT only): We shouldrunthisprocessaftercreatingthe flex fieldsanddeploysuccessfully.Thenonlythe Flex FieldsDBI'swill available in FastFormulasandHCMExtracts. Note:Navigator -->Payroll Checklist-->Tasks --> Submita processor Report -->search Generate FlexfieldDatabase Items --> run this withoutselectingany LDG. 18. Run Reassign PendingApprovalsfor Terminationsand Correct InvalidSupervisorAssignments Process(DailyOnce): Thisprocessautomaticallyreassignsthe directline reports.All directreportsare reassignedtothe transferringmanager'smangerasof the date followingthe transfer. Reassignthe line reportsmanuallytothe transferringmanager'smanagerduringthe global transfer transactionor terminated. Hope thishelps.Staytunedformore updates.