Fusion HCM - Core HR Setup Steps

Setup Starts with Understanding the Client’s System Requirements and Mapping the same to the Fusion Application. Workforce Deployment (Core HR) Offering Setup Forms the Basis. Below are the Setup Sequence with Navigation. It may vary for each client.

Create Implementation Users

Navigator: Setup and Maintenance à Tasks à Search à Create Implementation Users

Create an Implementation user and assign all the required roles.

Manage Geographies

Navigator: Setup and Maintenance à Tasks à Search à Manage Geographies

Manage Countries as per the Client’s Requirements

Manage Legal Addresses

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Addresses

Create Locations and its complete Address details

Establish Enterprise Structures

Navigator: Setup and Maintenance à Tasks à Search à Establish Enterprise Structures

Enterprise Serve as a Top Organization Level and its an Ultimate Holding Company.

Manage Enterprise HCM Information

Navigator: Setup and Maintenance à Tasks à Search à Manage Enterprise HCM Information

Here we manage the Enterprise Description, Other Classifications, Work Day Information, Enterprise Information, Currency Support Information, User and Role Provisioning Information, etc…

Manage Divisions

Navigator: Setup and Maintenance à Tasks à Search à Manage Divisions

Division is Not Mandatory, but Suggest the Client to use Division as it will be useful for Financial Concept. In accounting there is something called Balancing Segment. So, you can use Division and have it as a Balancing Segment in your Accounting Structure.

Whatever u can achieve through Division can also be achieved through Business Unit, but you cannot use BU as qualified segment in your Accounting Structure.

Manage Legislative Data Groups

Navigator: Setup and Maintenance à Tasks à Search à Manage Legislative Data Groups

Legislative Data Group is a Classification which classifies Payroll related data Country Wise. LDG is Mandatory. For each country we must have one LDG, Only then we can hire the employees for the country and would be able to process the payroll

Manage Legal Entity

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Entity

Legal Entity is Mandatory, the Authorized Company (or) Registered Company Which is responsible for Hiring Employees. If the company has multiple Office in different countries then each of the country offices needs to be created as separate legal entities. This is standalone entity and no hierarchy supported here. Also, this is not linked to any other entity of the work structure

Manage Legal Entity HCM Information

Navigator: Setup and Maintenance à Tasks à Search à Manage Legal Entity HCM Information

Here we manage the Legal Entity HCM informations

Manage Business Unit

Navigator: Setup and Maintenance à Tasks à Search à Manage Business Unit

Business Unit is Mandatory, the Individual Operations of the Company is mapped to the business units.

Manage Departments

Navigator: Setup and Maintenance à Tasks à Search à Manage Departments

Department is Mandatory, this is where people are actually working. The Cost Centers of the Company are defined as departments. You can define Costing Structure here and use the same for your payroll costing.

Manage Reference Data Sets

Navigator: Setup and Maintenance à Tasks à Search à Manage Reference Data Sets

Reference Data Set is for Security like, the Particular Grade should be Applicable to Employee hired in this Legal Entity. Lets say we have n number of Job, Grade, Locations, Departments and you want to secure, we use RDS. If I am hiring Someone in Particular Business Unit, Then he should be assigned to only Particular Location (or) Department, here we use RDS.

Manage Locations

Navigator: Setup and Maintenance à Tasks à Search à Manage Locations

Here we manage Locations and Location basic details, Location information, Contact Details, Main Address, Shipping Details, etc…

Manage Grades

Navigator: Setup and Maintenance à Tasks à Search à Manage Grades

Here we manage grades, grades basic details, grade step details to be assigned to the employees

Manage Jobs

Navigator: Setup and Maintenance à Tasks à Search à Manage Jobs

Here we manage jobs, jobs basic details and valid grades of the job details.

Manage Positions

Navigator: Setup and Maintenance à Tasks à Search à Manage Positions

Here we manage positions, positions basic details and valid grades of the position details.