Oracle - Fusion HCM Student Guides

1. Best Practices for Fusion
HCM Cloud
Implementation

2. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.2
The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated
into any contract. It is not a commitment to deliver any material, code,
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3. Best Practices Fusion HCM Cloud Implementation
 Best Practices for Fusion HCM Cloud Implementation Review
 Examples of Customer Implementation and Incorporating Best
Practices
 Q & A
Agenda

4. Best Practices for
Fusion HCM Cloud
Implementation Review

5. Content
Tools/Solutions
Programs/Services (From HCM Center of Excellence)
Best Practice Framework
Methodology, Tools, Content and Services
• Establish Project Scope,
Objectives, & Approach
• Finalize Project Plan and Key
Milestones and Deliverables
• Conduct Fusion SaaS Overview and
HCM Foundational Workshop(s)
• Perform Security, Integration &
Data Workshops
• Conduct OOTB Business Process
Walkthroughs
• Perform Delivered Content
Reviews and Mapping
• Create Enterprise Structures and
Functional Setups
• Import Demographic/Indicative
Data, and Transaction History
• Configure OOTB Security, Approvals,
Notifications, Reports & Integrations
• Conduct Functional Review and
Validation Test – CRP 1 &2
• Map delivered Business Process
Models to high priority processes
• Estimate Complex Migrations,
Integrations, Extensions & Reports
• Develop, Test and Deploy
Complex Integrations
• Migrate Critical Historical Data
• Develop, Test and Deploy High
Priority Extensions
• Develop, Test and Deploy
Critical Custom Reports
• Conduct Technical Review and
Validation Test – CRP 3 & 4
• Assess Solution Completeness
• Validate Production
Environment Configuration
• Migrate Functional Setups from
Test to Production
• Migrate/Configure Security and
OOTB Reports & Integrations
• Perform end-to-end System
Integration Test (SIT)
• Conduct final OOTB Solution
Review and Validation
• Assess OOTB Solution Readiness
• Obtain Final Cut-over
Approvals
• Conduct end-user Training
• Perform User Acceptance
• Assess Operational Readiness
• Go Live!
Plan Design Extend Build Deploy
Discover Evaluate Acquire Implement Use Optimize
Service
Activated Go Live!

6. Best Practice Business Processes
 Oracle Fusion Applications are based on Business
Process Models Notations (BPMNs) that are
presented in a five-level hierarchy from conceptual
view to application specific view.
 Levels of business process hierarchy as depicted
in BPMNs are:
– Industry: L0
– Business process area: L1
– Business process: L2
– Activity: L3
– Task: L4
 Fusion HCM BPMN Diagrams are categorized into
three Business Processes (L2) :
– 20 - Workforce Deployment
– 21 - Workforce Development
– 22 - Compensation Management
Business Process Model Library

7. Best Practice Setup Content
 Best-practice, real-world content available to customers and partners for the purpose of:
– Speeding up implementations
– Improving implementation accuracy
– Delivering “food for thought” for customers re-examining their HCM business practices
 Content is defined through facilitated workshops with implementation partners
Available Setup Content to Speed Up Implementation
© 2012 Oracle Corporation
Talent Management
• Goals
• Questions
• Rating Models
• Document Types
• Performance
Templates
• Competencies
• Degrees
• Education levels
• License/Certifications
• Memberships
• Educational
Institutions
Global HR
• Checklist Category
• Responsibility Types
• Checklist Templates
• Absence Category
• Absence Element
• Absence Type
• Accrual Category
• Accrual Plans
• Work Shifts
• Workday Patterns
• Work Schedules
• Action Reasons
Benefits
• Life Events
• Options
• Derived Factors
• Plan Types
• Regulations
• Eligibility Profiles
• Benefits Plans
• Benefits Programs
• Benefit Rates
• Plan Coverage
Compensation
• Eligibility Profile
• Individual Comp
Plans
• Workforce
Compensation Plans
US Payroll
• Elements – Earnings,
Deductions, Employer
Liabilities
• Global Values
• Balances
• Element Links &
Costing

8. Best Practice Setup Content
Screenshot (Hosted on Beehive Online)
 Available to customers and
partners. Needs Library Card.
 Login to Oracle Beehive Online
Folder and click on “Release 5
- Best Practices Reference
Library” on Wiki Home :
https://beehiveonline.oracle.com/te
amcollab/overview/HCM_Data_Co
nversion_Reference_Library_Work
space

9. Best Practice Tools
Support Rapid Implementation
Standard Rapid Implementation Tools
Create Initial
Enterprise Structures
e.g. Legal Entity,
etc...
1
Enterprise Structure
Configurator
Create Functional
Setups
e.g. Job Codes,
Benefit Plans
2
HCM Spreadsheet
Loader
HCM File Loader
Specialized
Solutions
Import
Demographic and
Indicative Data
e.g. Employees
3
HCM Spreadsheet
Loader
HCM File Loader
Import onetime
transaction history
e.g. Salary changes,
performance reviews
4
HCM File Loader
Specialized
Solutions
Migrate Functional
Setups & Other
Configurations from
Test to Production
5
Functional Setup
Manager
Specialized
Migration Tools
Plan Design Extend Build Deploy

10. Best Practice Environments Usage
Production
•Use should be
restricted to
production activities
Test
•Focus should be
applying/testing
configurations and
data prior to putting
them into production.
Additional
Environment
•Additional
environments may be
purchased for other
activities (e.g. training /
familiarization, etc.)
Provisioned SaaS Environments
 Several factors contribute to
recommending Environment Management
Strategy
– SaaS Service Level Objectives and
Service Entitlements
– Current service capabilities
– Customer project lifecycle: initial
implementation vs. subsequent
– Coexistence customer or Fusion as
system-of-record
– Customer size and complexity
Learn More :
Refer to article Managing Fusion HCM Cloud Service
Environments ( Doc Id : 1537461.1) on My Oracle Support
for details of the guidance on managing your Production
and Test environments

11. Best Practice Environments Usage
• Migrates setup and other configurations from Test to Production if
not using File Based Loader
• Typically performed after User Acceptance Testing is completed
T2P
Test to Production
• Migrates data from Production to Test typically after go-live and/or
in preparation of post-production enhancements
• Test Users need to be recreated
• Production and Test environments must be identically patched
• Performed via Service Request on My Oracle Support
P2T
Production to Test
Migration Tools
For more information :
See article Managing Fusion HCM Cloud Service Environments ( Doc Id : 1537461.1) on My Oracle Support (https://support.oracle.com)

12. Examples of Customer
Implementations and
Incorporating Best
Practices

13. Reasons Why HCM SaaS Projects Fail
• Lack of Qualified Resources (Partner & Customer)
• Using a Traditional Methodology for a SaaS Implementation
• Poor Project Management Practices – Change Management, Planning
Scheduling, Managing, Prioritization, Risk Mgt
• Don’t Understand Oracle SaaS
What we have seen in the CoE

14. Staff the Project with
Qualified Resources

15. Staff the Project with Qualified Resources
• Understand the lineage of Fusion HCM with PeopleSoft, E-Business Suite
– PeopleSoft -> Fusion Global HR, Talent
– E-Business Suite -> Fusion Compensation, Payroll
• Leverage Oracle Education resources (free, paid) to train/skill-up your
resources and customers
• Follow Train-the-trainer strategy to build competence
• Share learning and best practices from one project to the other
• Participate in ongoing Fusion Live webinars and Community Forums
Best Practices
Customer is equally responsible for the outcome of the project. Ensure that Customer staff are trained
and involved

16. Implementation partner
staffed the project with an
assumption that consultants
with PeopleSoft experience
are adequate to implement
Fusion HCM SaaS.
HCM CoE provided
extensive workshops and
active guidance to save the
account.
 Project was late in going
Live
 Still on the WATCH list
with open issues
Challenge Solution Result
Case Study
North American Real Estate Service Company

17. Implement SaaS with
SaaS Methodology

18. Implement SaaS with SaaS Methodology
Best Practices
• Fit customer’s business processes to the system not the opposite.
• Follow Iterative deployment approach - Deploy & Evolve
• Identify areas that need customer’s business process change or system
extensions ASAP
• Understand and adopt SaaS Implementation Framework
• Use Setup content to configure Global HR, Talent, Benefits,
Compensation, Payroll
• Leverage implementation wizards, tools and extensibility framework

19. Customer wanted to adopt
Oracle SaaS-based platform
to automate its manual
processes for
compensation, payroll and
benefits.
• Implemented Fusion
Global HR, Payroll, Talent
Mgmt
• Leveraged Oracle’s best
practice setup content
and tools effectively
 Able to Go Live with
multiple modules on
schedule and budget
Challenge Solution Result
Case Study
North America based System Integrator (Self)

20. Customer wanted a career
grade enterprise solution to
manage its talent across all
stores in eight countries
• Implemented Fusion
Talent Mgmt on Cloud
• Adopted Fusion HCM’s
best practices out-of-the-
box; No extensions
• Followed Deploy & Evolve
implementation approach
 Deployed and rolled out
the solution to all stores
in record time
 Benefitted significantly
by adopting OOTB
business practice of
HCM SaaS
Challenge Solution Result
A Multi-channel Retail group
Case Study

21. Apply Project
Management Basics

22. Apply Project Management Basics
Best Practices
• Make the customer own the overall HCM adoption plan and you
manage the implementation project
• Be realistic with Project timeline; Factor in time for training,
patching, reviews, user testing, etc.
• Identify critical activities/path during project planning stage.
Manage these activities more closely
• Establish effective Change Management and Governance
process
• Plan for building prototypes for high impact integrations,
conversions and extensions. Identify potential pitfalls much in advance

23. Apply Project Management Basics
Best Practices
• ‘Critical to success’ vs ‘Nice to have’ – prioritization is key as
it may not be possible to resolve all SRs within timeframe
• Ensure you plan with suitable contingency time, resource
and budget
• Ensure you have an extended support model in place to
support Go Live and stabilization
• Train Customer progressively to take up the responsibilities
post Stabilization
• Deploy a Strong Project Lead with both HR and technical
knowledge who can make decisions quickly and effectively

24. Implementer executed the
project without active
involvement of customer.
Customer had challenges in
supporting the system after
production cut-over
HCM CoE got involved and
conducted several
knowledge transfer
workshops
 Day-to-day operations
got impacted
 Subsequent rollouts got
delayed
 Still on the WATCH list
with open issues
Challenge Solution Result
Case Study
North America Based Health and Wellness Company

25. Customer needed to
transform HR service
delivery globally to improve
management visibility and
employee accountability
for knowledge, skills and
accomplishments.
• Implemented Oracle HCM
Cloud services
• Formed a long-term
partnership with trusted
System Integrator
• Instituted a robust
Change management and
governance process
 Produced a “fresh start”
for HR and employees
 Empowered process
ensured continuous
improvement
 Enhanced workforce
accountability and
involvement at all levels
of the organization
Challenge Solution Result
Case Study
Pensions, Insurance, Savings and Investments Company

26. Know How to Work with
Oracle SaaS

27. Know How to Work with Oracle SaaS
Best Practices
• Understand how to leverage My Oracle Support
resources and best practices for finding a solution
• Know the activities Oracle Operations performs and how
to request (if required)
• Familiarize with Oracle SaaS’s patching and upgrade
process
• Leverage HCM Center of Excellence (CoE) to attain
implementation success. Understand CoE engagement
model and CoE service offerings that you can avail

28. Three-Way Partnership to Ensure Implementation Success
 People – Leverage Partners, Support,
Education services and Communities. They are
all here to ensure your success
 Process – Understand and adopt Best
practices of implementation, support and
operations
 Resources – Get Familiar with Best practices
guidelines, Content, Tools, Education resources
Leverage People, Processes and Resources
Plan Design Extend Build Deploy

29. Q & A