Manage Workforce Lifecycle in Oracle Fusion HCM – Part 3
In Part 2 of the “Manage Workforce Lifecycle in Oracle Fusion HCM” series, we explored foundational aspects of worker management. In this part, we will learn how to define worker availability based on absences, schedules, and calendar events, as well as how to customise event coverage using organisational and geographic hierarchies.
Defining Worker Availability in Oracle Fusion HCM
In Oracle Fusion HCM, a worker’s availability for a specified time frame is automatically assessed based on several factors, including:
- Absence entries within that time frame
- The current work schedule of the worker
- Calendar events
The application evaluates primary work schedules assigned to various workforce structure levels in this sequence:
- Worker’s primary assignment
- Position
- Job
- Department
- Location
- Legal employer
- Enterprise
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If no primary schedule is assigned to any of the workforce structures, worker availability is assessed based on:
- Absences
- Calendar events associated with the worker’s location or department
- Standard working hours established for the worker’s primary assignment
In the absence of calendar events, the application evaluates availability using standard working hours and recorded absences. When determining availability, work schedules assigned to lower workforce structure levels take priority over those at higher levels.
Scenario 1: You set a primary schedule at the enterprise level. However, since workers in a specific department within that enterprise have different work hours, you assigned a distinct primary schedule for that department.
Results: The primary schedule of the department governs worker availability, as it takes priority over the enterprise-level schedule.
Scenario 2: In the same context, you assigned a primary schedule to a worker within that department.
Results: This schedule dictates the worker’s availability since a schedule assigned to the primary assignment has precedence over those defined at both the department and enterprise levels.
Worker availability is influenced by the work patterns and exceptions present in the primary work schedule, along with any absence entries recorded during the specified period.
Calendar Event Coverage Type
When setting up a calendar event, you need to specify which group of workers it will affect by selecting one of the following hierarchy types:
- Organisational
- Geographic
You can set up calendar events through the Manage Calendar Events task available in the Setup and Maintenance work area. The corresponding organisational or geographical hierarchies are established using the Manage Trees task in the Workforce Structures work area. To ensure that the hierarchy is visible during the creation of a calendar event, it must be active.
Organisation Hierarchy
An organisational hierarchy allows you to assign a calendar event to workers based on their departmental affiliations. For instance, if you want the Annual Sales Team Outing calendar event to apply to employees in the Sales department and its subordinates while excluding those in the Research department, this hierarchy can be utilised.
Geographic Hierarchy
A geographic hierarchy enables you to assign a calendar event to workers based on their country or state. For example, you might designate January 2nd as a holiday in Scotland while excluding it from the holiday calendar in England, Wales, or Northern Ireland.
Defining Calendar Event Coverage
When utilising a geographic or organisational hierarchy for calendar event coverage, you have the option to choose which nodes to include or exclude. Additionally, you can customise the name or category of the calendar event for specific nodes within the hierarchy. Calendar events can be created using the Manage Calendar Events task in the Setup and Maintenance area.
Adding and Removing Coverage in a Hierarchy
To apply the New Phone System Training calendar event to all workers in your enterprise, excluding those in the Support department, it’s effective to use the Include tool to cover the entire hierarchy initially and then utilise the Exclude tool to specify the exceptions.
Overriding Coverage for Specific Locations
You have set up public holidays and various calendar events for employees in India and France using a geographic hierarchy. For a period of six months, employees in your Bangalore office will work closely with their counterparts in Paris on an important project. During this time, you want the Bangalore employees to adhere to the events designated for France.To achieve this, navigate to the Manage Locations page, update Bangalore’s location details, and assign its geographic hierarchy to France.
Overriding Coverage for Specific Geographic Levels
You have created public holidays and various calendar events for employees at your location in India by utilising a geographic hierarchy. However, you now wish to create exclusive regional holiday events for Bangalore and Hyderabad. To do this, go to the Manage Locations page, modify the location details for the user, and set the geographic hierarchy to either Hyderabad or Bangalore, depending on the user’s location. This way, the user will be linked to calendar events specifically defined for their respective city.
Overriding Coverage for Specific Employees
A group of workers from your Hyderabad location is collaborating on a project with their counterparts in France for a year. During this period, you wish to modify the coverage for these employees to match the calendar events set for the France location. To do this for each worker, access the Manage Employment page and change the Geographic Hierarchy to France.
Modifying the Calendar Event Name within a Hierarchy
You have established the May Day calendar event for all locations within your organisation. However, you wish to refer to this event as Labour Day for your location in France. To do this, navigate to the Calendar Event page, select the France location node within your geographic hierarchy, and utilise the Override tool to assign a new name to the event.
Modifying the Calendar Event category within a Hierarchy
You have linked the Good Friday calendar event to the Public Holiday category and applied it to all departments in your organisation. However, you wish to reclassify this event as a voluntary holiday for your Finance department. To do this, select the Finance node within your organisational hierarchy and use the Override tool to choose a different category.
Conclusion
In the “Manage Workforce Lifecycle in Oracle Fusion HCM” series, we explored key functions for managing employee lifecycles. Part 1 covered onboarding, highlighting seamless integration of new hires. Part 2 detailed internal and global transfers and temporary assignments, ensuring smooth role transitions without disrupting work relationships. Part 3 focused on defining worker availability, using absences, schedules, and calendar events to align availability with organisational needs. Together, these parts provide a holistic view of effectively managing workforce movements, availability, and transitions within Oracle Fusion HCM.
