Thursday, 2 December 2021

Core HCM: Setup overview

   

 

Prerequisite:

·         Workforce Deployment (Core HR) Offering to be Setup

 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 their 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. 

Manage Enterprise HCM Information 

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

 Here we manage the Enterprise, Other Classifications, Workday Information, Enterprise Information, Currency Support Information, User and Role Provisioning Information 

Manage Divisions 

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

The division is Not Mandatory but Suggests the Client use Division as it will be useful for Financial concepts. 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 you can achieve through Division can also be achieved through Business Unit, but you cannot use BU as a 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 that 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 offices in different countries then each of the country offices needs to be created as separate legal entities. This is a standalone entity and no hierarchy is 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 information’s 

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. Let's say we have n number of jobs, Grade, Locations, Departments and you want to secure, we use RDS. If I am hiring Someone in a Particular Business Unit, then he should be assigned to only a 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, the position's basic details, and valid grades of the position details.

 

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