This tutorial deals with Fusion Payroll, and how it functions. In this part, we will discuss about the following components of Organisation Structure:

Enterprise HCM Information

• Actions and Action Reasons

• Locations and Location Lookups

• Organisation Lookups

• Divisions

• Departments

Organisation Structure

Any changes to be made to the organisation structure can be done by using the tasks under Define Organisation Structures.

Enterprise HCM Information

To modify the Enterprise HCM (Human Capital Management) Information, follow the below steps:

1. Go to the Manage Enterprise HCM Information task under Define Organisation Structures.

2. In the screen that follows, the Enterprise HCM Information will be displayed, including the Enterprise Description, Organisation Information EFF : Enterprise Details, etc.

3. To edit any of the HCM information, click on the Edit button.

4. After editing is complete, click on the Done button.

Fig. 1 - The Manage Enterprise HCM Information task

Actions and Action Reasons

This deals with the workforce structure, a mechanism by which you can control what is to be done while creating a new business entity, performing a data operation, etc. To manage actions related to the organisation structure, follow the below steps:

1. Go to the Manage Actions task under Define Organisation Structures.

2. There are certain predefined action types of which you can create new actions. In the screen that follows, click on the New icon (circled in the screenshot below) to add a new action. Be sure to specify the Action Type, along with the Action Code, Action Name, and Start Date. The End Date is optional.

3. After adding or editing action(s), click on the Save button, followed by the Done button.

Action Reasons are the reasons for which the defined actions take place. This can be managed by using the Manage Action Reasons task under Define Organisation Structures.

Fig. 2 - The Manage Actions screen. The New icon is circled

 Locations and Location Lookups

 To add a location to your organisation’s structure, the below steps are to be followed:

1. Go to the Manage Locations task under Define Organisation Structure.

2. In the screen that follows, click on the Create icon.

3. Fill in the details of the location. Make sure to fill the mandatory details marked with a “*”. For the Country field, use the Search… option in the dropdown to search and select the required country for your organisation.

4. After the details are filled in, click on the Save button, followed by the Submit button.

5. On the Manage Locations page, click on the Done button.

Once your required location is created, you can manage that location’s lookup by using the Manage Location Lookups task under Define Organisation Structures.

Organisation Lookups

There are three types of lookups available: system-seeded, extensible, and user. The system lookups are provided by Oracle, and their codes cannot be changed. Extensible lookups are provided by Oracle, and they can be modified by the user. User lookups are created by the user.

To manage organisation lookups, the following steps are to be taken:

1. Go to the Manage Organisation Lookups task under Define Organisation Structures.

2. The different organisation lookups that are present for the organisation are displayed on the screen. You can add or remove lookup codes by using the icons provided.

3. Click on the Save and Close button.

Fig. 3 - The Organisation Lookups page

Divisions

To manage the divisions of your organisation, follow the below steps:

1. Go to the Manage Divisions task under Define Organisation Structures.

2. Click on the Create icon to create a new division.

3. Enter the division description details and click on the Next button.

4. After reviewing the division details, click on the Submit button.

Departments

To manage your organisation’s departments, follow the below steps:

1. Go to the Manage Departments task under Define Organisation Structures.

2. Click on the Create icon.

3. Enter the details of the department and click on the Next button.

4. Use the Add and Remove icons (circled in the screenshot below) to add/remove GL Cost Centre information. Click on the Next button.

5. After reviewing the department details, click on the Submit button.

Fig. 4 - Adding/Removing GL Cost Centre Information

Krishnaa Lakshmanan

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